This section is the Client Master File List. It contains the list of Client records.

Overview:

Client Master File allows registration of clients for use within system modules. Registration follows standard client naming convention according to user's agreement. Each successful registration adds to the number of clients in the list and provided a client code to distinguish one client from another.

Definition of Terms:

Client Master File List - database of company clients and potential clients

Clients - customers that made contact with company

Client Record - consists pertinent information about the registered client

Client Code - unique code produced by system for monitoring client

Notes:

For instructions on how create a new client record please see Create New Client and fill up Client Master File Profile form.