Adding a Product Based Holding

There are two ways to add a holding to a client’s file, by updating an existing enquiry (as above), or entering the holding directly into the Holdings section of the client’s file.  There will be some differences between the two methods.  For example, when adding a holding from scratch there are two pop-ups boxes that are not needed when upgrading an enquiry.

Products within CCD are grouped into one of six ‘Product Bases’, and the ‘Detail and Contribution’ pages displayed for each product are dependent on a combination of the ‘Product basis’ and ‘Product category’ fields: