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Legal Accounting 3
SECTION 1.1.2 - MODIFY A
CLIENT
USAGE: Modify the details of an
existing Client. This option is only used for changing the static information
such as the Name. Normally, it is also possible to change the Client’s code
here, also.
DISCUSSION: When you start the MODIFY
program, the computer will initially ask for a code. Insert the code and press <Enter>.
To return to the CLIENT/TRUST MAINTENANCE MENU, press <ESC>.
To search for an account, press <F9>. For further details on searches, see SECTION 1.2.
Having entered a valid code, the computer will
display the current information pertaining to that account. You can modify any
of the fields that are surrounded by brackets. Also, you have the following
options available via the function keys:
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<F1> This will cause T.L.A. attempt to read the previous
Client/Trust record. If there is one, it will be displayed. T.L.A. will move to
the previous record without saving any changes you might have made.
<F2> This will cause T.L.A. attempt to read the next Client/Trust
record. If there is one, it will be displayed. T.L.A. will move to the next
record without saving any changes you might have made.
<F4> This allows you to enter a note detailing any
non-structured information. The information you enter here will be displayed
during BILLING,
but will not be printed on the File-Bills.
<F6> This allows you to enter a delivery address. This
field will be printed on File-Bills in the area allotted.
<F7> This allows you to enter delivery instructions.
This field will be printed on File-Bills in the area allotted.
<F8> This allows you to attach up to 10 Tax File Numbers
(TFN’s) to the file. The TFN’s must already be setup in the system. See SECTION 1.5.3 for information regarding TFN’s.
<F10> This will move you to the next page of input. <PgDn> will do the same. T.L.A. will check the information
entered, so-far, for consistency before allowing you to move to the next
screen.
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<F1> This will return you to the previous page. <PgUp> will do the same.
<F3> This will initiate a search through the Matter
table. You may choose a Matter Type in this way or enter one directly.
<F4> This will initiate a search through the Solicitor table.
You may choose a Solicitor in this way or enter one directly.
<F5> This will initiate a search through the Partner
table. You may choose a Partner in this way or enter one directly.
<F6> This will initiate a search through the
Billing-Group table. You may choose a Billing-Group in this way or enter one
directly.
<F7> This will initiate a search through the Solicitor
table. You may choose an Associate in this way or enter one directly.
<F8> This will initiate a search through the Partner
table. You may choose an Introducer 1 in this way or enter one directly.
<F9> This will initiate a search through the Partner
table. You may choose an Introducer 2 in this way or enter one directly.
<F10> This will end the input phase and cause T.L.A. to
test the screen ready for update. Pressing <F10> can save you having to
press <Enter> all the way to the end of
the screen.
<ESC> will return you to the Client code entry routine
without updating the Client/Trust master-file.
