Using client name field options
The Client Name (Cli Name) field in the Client Update screen allows you to perform many different routines.
The following lists the commands available in the Client Name field:
|
Command |
Description |
|
* |
View and add notes to the client record. For more information, see Managing client notes. |
|
/C |
Display the Client Control Record. For more information, see Creating or changing the Client Control Record. |
|
/M |
Display the Client Miscellaneous screen. For more information, see Menu 10.1.12 - Client Miscellaneous Screen. |
|
/P |
Display the Distribution Setup screen. For more information, see Creating or changing client fund distribution. |
|
/COPY |
Copy an existing client to create a new client. For more information, see Copying client records to add new clients. |
|
/DEL |
Delete a client record. For more information, see Deleting clients. |
|
/ACH |
Configure ACH payments for the client. For more information, see Configuring ACH processing for a client. |
|
/BC |
Configure bank card payments for the client. For more information, see Configuring bank card processing for a client. |
|
/CAW |
Configure Client Access Web for the client. Configuring Client Access Web for a client. |
|
/EFT |
Configure EDS*Pay for the client. |
|
/EM |
Enable or disable email options for a client. Your agency must use the RevSpring eNotice product to use the email functionality in The Collector System. For more information, see Enabling or disabling eNotice for accounts in the RevSpring eNotice User's Guide. |
|
/FEE |
Configure the Fee model for a client. See Menu 15.3.6.3.2 - Fee Model. |
|
/MG |
Configure scanned image handling. |
|
/MSG |
Send or receive electronic messages. For more information, see Using messaging. |
|
/NEW |
Combine new month into monthly statistics. |
|
/OLD |
Subtract new month totals from monthly statistics. |
|
/PC |
Print client information. For more information, see Printing client information. |
|
/PS |
Payment service vendor setup. For more information, see Payment service. |
|
/R |
Run client History or Acknowledgment reports. For more information, see Printing client reports. |
|
/SN |
View sales notes. For more information, see Displaying sales notes. |
|
/Xn |
Invoke a custom command. This command is reserved for custom use. |