Client Group

  • Different Client Groups can be created and selected on an Investor account.
  • The group can then be used as a filter on Instruction lists or when Dealer Instructions are created.

 

Navigate to the Client Groups section on the Main Menu under (1)System and then select (2)Client Groups

Client Groups

You have the option to (1)Add, (2)Edit or (3)Delete a Client Group

Client Groups

Populate the fields as listed and select the Save Button

Client Groups

Available Fields:

  • Name
  • Show details on Client Groups Instructions
Investor Account

Via the Account details Card on the Investor Account select (1)View Details

Populate the fields as listed and select the Save Button

Client Groups

Scroll down to “Client group” as indicated below, select the Group and select Save

Client Groups

Dealer Instructions

Via the Main Menu (1)Bulk Processes select (2)Dealer Instructions

Client Groups

Select (1)Create Dealer Instructions button to create a new Create Dealer Instructions

Client Groups

One of the option is to select the Client Group as one of the parmeters when createing the dealer instructions

Client Groups
 

Last Updated on 7 years ago by Tinus Burger