Summary

• Page properties (1 modified, 0 added, 0 removed)

Details

Page properties

Content

...	...	@@ -449,7 +449,7 @@
449	449
450	450	The investment houses and their corresponding products must be loaded here.
451	451
452		-
	452	+(% style="break-before: page" %)
453	453	**Investment Flows**
454	454
455	455	In most cases the information required here will not change as the flow of assets can only be reflected as “disinvestment” and “investment”.
...	...	@@ -556,6 +556,7 @@
556	556	The various task types are recorded, together with the frequency of the task.
557	557
558	558
	559	+(% style="break-before: page" %)
559	559	**Client Categories**
560	560
561	561	The Client Categories function allows for the display of Clients under the “Select a Client” display as per the Category setup. It allows for easy access of information e.g., clients who belong to an approved or unapproved scheme etc. The various Client Categories should be specified here.
...	...	@@ -590,7 +590,7 @@
590	590
591	591	The Client Access Group function essentially allows for the granting of access of Client Groups to users. Once Clients have been allocated to the various Client Access Groups, users will be given access to one or more of the Groups, which have been set up. The various Client Access Groups should be specified here.
592	592
593		-
	594	+(% style="break-before: page" %)
594	594	=== (% style="color:#2980b9" %)**Workflow Groups**(%%) ===
595	595
596	596	(% style="text-align:center" %)
...	...	@@ -676,7 +676,7 @@
676	676
677	677	Should a Fund Membership record exist, the User is able to locate the member within the selected Client as identified later in the document.
678	678
679		-
	680	+(% style="break-before: page" %)
680	680	=== (% style="color:#2980b9" %)**Searching for a Client**(%%) ===
681	681
682	682
...	...	@@ -689,7 +689,7 @@
689	689	(% style="text-align:center" %)
690	690	[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="auto" width="auto"]]
691	691
692		-
	693	+(% style="break-before: page %)
693	693	=== (% style="color:#2980b9" %)**Searching for Members**(%%) ===
694	694
695	695