Changes for page Adding a Client & Client Details
Last modified by Megan Kahl on 2021/12/01 11:48
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edited by Dominique Tricerri
on 2021/09/02 13:47
on 2021/09/02 13:47
edited by Dominique Tricerri
on 2021/09/02 13:50
on 2021/09/02 13:50
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Page properties (1 modified, 0 added, 0 removed)
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... ... @@ -43,7 +43,7 @@ 43 43 You will note that a Client entitled “**Default Client Name**” is automatically reflected under the new Parent that has been created. 44 44 45 45 (% style="text-align:center" %) 46 -[[image:Adding a new Client and Client Details_html_3ecfd030457a725d.png||height=" auto" width="auto"]]46 +[[image:Adding a new Client and Client Details_html_3ecfd030457a725d.png||height="241" width="437"]] 47 47 48 48 49 49 (% style="color:#2980b9" %)**Client Menu**(%%) Select “**Details**” ... ... @@ -52,7 +52,7 @@ 52 52 (% style="text-align:center" %) 53 53 [[image:1630589432467-633.png]] 54 54 55 -(% style="break-before: page %) 55 +(% style="break-before: page" %) 56 56 (% style="color:#2980b9" %)**Client Details**(%%) Complete all relevant information relating to the client. The Client Name, which appears i,e. “**Default Client Name**”, must be overridden here with the true Client Name. 57 57 58 58 (% style="text-align:center" %) ... ... @@ -90,7 +90,7 @@ 90 90 (% style="color:#2980b9" %)**Select a Client:** (%%)You will note that the wording “**Default Client Name**” has been replaced with the true Client Name. 91 91 92 92 (% style="text-align:center" %) 93 -[[image:Adding a new Client and Client Details_html_89ee9772a31e3250.png||height=" auto" width="auto"]]93 +[[image:Adding a new Client and Client Details_html_89ee9772a31e3250.png||height="252" width="429"]] 94 94 95 95 96 96 ... ... @@ -118,7 +118,7 @@ 118 118 119 119 120 120 (% style="text-align:center" %) 121 -[[image:Adding a new Client and Client Details_html_8a4f21a3ae1d85e1.png||height=" auto" width="auto"]]121 +[[image:Adding a new Client and Client Details_html_8a4f21a3ae1d85e1.png||height="247" width="432"]] 122 122 123 123 124 124 (% style="color:#2980b9" %)**NOTE** ... ... @@ -171,4 +171,3 @@ 171 171 (% style="text-align:center" %) 172 172 [[image:Everest User Manuals.4\. Fund Setup.Adding a New Client.Paypoints.WebHome@EBSphere_RGB Small.jpg]] 173 173 174 -