How do I add a corporate client?

To add a new Corporate Client, from the Main Menu of CCD click on Clients then click on the Add record option at the top of the screen. The system will then prompt you to confirm that you wish to create a new client record, select Yes, you will then be able to select Corporate Client, from the client type drop down list, and input their details.

Once you have completed the customer’s telephone numbers, you can indicate on the system, which is the preferred contact number by placing a checkmark in the appropriate circle to the left.

The source fields enables you to record where the customer contact originated. This data may prove useful for marketing purposes, since you can judge, for example, how effective an advertisement in a local paper has been. Enter the Introducer details and Adviser / Consultant details from the dropdown lists provided.

Bear in mind when completing the name and address fields that they are case sensitive and will be displayed in a letter in exactly the same format that you have  entered them.

You can now record the address details of the client by clicking on the tab marked postal address at the top of your screen.

You may record more than one address for each corporate client. The primary address is usually the postal address but you may opt to write to the second address by placing across in the box at the bottom of the Other address screen.

Once you have completed the contact details you may progress to the Employees area on the left of your screen.