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 provided with system generated 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; found in client master file

Client Code - unique code produced by system for monitoring client

User Involve

Project Managers are the main responsible for maintaining a quality client master file, such that Accounting can bill the right client given the correct customer and billing information.

General Procedure/Instruction:

A. Registration of New Client

a.1. Identify and gather client information (see client profile for the needed details)

a.2. Check and confirm if the client is new

     note: client can be anew in many ways even if already had existing record but different in contact person billing infor

a.3.

Notes:

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