CLIENT CATEGORIES

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Setting up of Client Categories

The Client Categories function allows for the display of Clients under the “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 process of setting up the Client Categories is as follows:

Select the relevant client.

Select the Administration Menu ➡Static Settings ➡Client Categories

Client Categories: A list of Client Categories loaded will be displayed.

To load a new Client category, click on the “Click here to add a new row” option to create a new entry.

Select the “Update” button and the “Save” icon to add the entry.
 

Allocating Clients To Client Categories Groups

Client Select the relevant Client

Client Menu Select “Details”

Client Category: Select the relevant Client Category from the dropdown option.

Client Category You will note that the Client will now be displayed with the Client Category being reflected under the “Client” block.

Disclaimer and Copyright

DISCLAIMER

Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training.

In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.

EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.

Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.

COPYRIGHT

This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format.

EBSphere (Pty) Limited

P.O. Box 785803

Sandton

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