Last modified by Megan Kahl on 2021/12/01 09:51
<
From version < 56.1 >
edited by Dominique Tricerri
on 2021/08/31 14:59
To version < 60.1
edited by Megan Kahl
on 2021/12/01 09:51
Change comment: There is no comment for this version

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1 -XWiki.dominiquet
1 +XWiki.megank
Content
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555 555  
556 556  The various task types are recorded, together with the frequency of the task.
557 557  
558 -(% style="break-before: page %)
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.
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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" %)
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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  
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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  
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830 830  
831 831  
832 832  (% style="text-align:center" %)
833 -[[image:Everest User Manuals.4\. Fund Setup.Adding a New Client.Paypoints.WebHome@EBSphere_RGB Small.jpg]]
834 +[[image:Everest User Manuals.4\. Fund Setup.Adding a New Client.Paypoints.WebHome@EBSphere_RGB Small.jpg||height="128" width="463"]]

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