Last modified by Megan Kahl on 2021/12/01 11:48
<
From version < 18.1 >
edited by Dominique Tricerri
on 2021/09/02 13:50
To version < 17.1 >
edited by Dominique Tricerri
on 2021/09/02 13:47
>
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -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="241" width="437"]]
46 +[[image:Adding a new Client and Client Details_html_3ecfd030457a725d.png||height="auto" width="auto"]]
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="252" width="429"]]
93 +[[image:Adding a new Client and Client Details_html_89ee9772a31e3250.png||height="auto" width="auto"]]
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="247" width="432"]]
121 +[[image:Adding a new Client and Client Details_html_8a4f21a3ae1d85e1.png||height="auto" width="auto"]]
122 122  
123 123  
124 124  (% style="color:#2980b9" %)**NOTE**
... ... @@ -171,3 +171,4 @@
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 +

Applications

Navigation

Need help?

If you need help with XWiki you can contact: