Summary

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

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Page properties

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450	450	The investment houses and their corresponding products must be loaded here.
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452		-(% style="break-before: page" %)
	452	+(% style="break-before: page %)
453	453	**Investment Flows**
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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”.
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556	556	The various task types are recorded, together with the frequency of the task.
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559		-(% style="break-before: page" %)
560	560	**Client Categories**
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562	562	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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592	592	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.
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	593	+
595	595	=== (% style="color:#2980b9" %)**Workflow Groups**(%%) ===
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597	597	(% style="text-align:center" %)
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678	678	Should a Fund Membership record exist, the User is able to locate the member within the selected Client as identified later in the document.
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680		-(% style="break-before: page" %)
	679	+
681	681	=== (% style="color:#2980b9" %)**Searching for a Client**(%%) ===
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690	690	(% style="text-align:center" %)
691	691	[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="auto" width="auto"]]
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693		-(% style="break-before: page %)
	692	+
694	694	=== (% style="color:#2980b9" %)**Searching for Members**(%%) ===
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