|The Admin area within CCD contains screens and reports to help you to remember to contact your client base when they are due to be reviewed. Within Admin > Reviews you will see a series of screens outlining when clients should be contacted.|
The first screen shows any clients due for review within a specified month and year. These dates can be changed using the arrows next to Review month/Year fields:
The Renewals tab shows those clients contracts or schemes that are due for review:
The Maturities tab shows those contracts that are due to mature within a given date range:
The Valuations tab shows those Contracts, Schemes and Scheduled reviews that are due to have a valuation done. The contracts tab is shown on a daily basis, but you can select to look at the coming week by going to the Following 7 days tab at the bottom of your screen:
You can print a review list from each of the tabs, such as the Print valuation review list.