Chapter 4. Client database HandiTrust 2015
4. Complete the “SMS Message” window fields as required and click Send to send the SMS message.
For more information on SMS messaging, refer to the “HandiSoft Advanced Features 2015” manual.
Client reference codes
The Ref column of the "Clients" window displays the client reference codes. HandiTrust 2015 caters for different styles of client reference codes. These are discussed below.
Note: The "Clients Options" window is used to define the user name specific reference codes
(discussed below).
Default client reference codes
HandiTrust 2015 can automatically create client reference codes for you. There are two different styles of client reference codes.
Tip: We recommend the use of Standard reference codes.
Standard reference codes
HandiTrust 2015 can assign a client reference code when a new client is being input into the
Client database. Standard client reference codes take the form of four alpha characters followed by a unique four-digit number.
To have HandiTrust 2015 assign the reference code, when you are creating a new client , leave
the Ref field blank and complete all other relevant fields. For detailed information on creating
clients, see " Create a client " on page 31.
Example: If you created a new client, Mr Joe Smith, using standard reference codes, Joe would be assigned a reference code of SMIT0001.
User name specific reference codes
HandiTrust 2015 can use a different style of client reference code based on which user initially adds the client into the client database. This feature could be used where:
Each user in the firm is to use their own style of client reference codes or
HandiTrust 2015 has been installed on two different stand-alone computers (that is, the computers don’t share a common Client database). To prevent the same reference code being assigned to two different clients, each computer will use a different client referencing style.
To use User Name Specific reference codes, complete the Ref Start field in the “Clients
Options” window.
Example: If the digit 9 was entered into the Client Reference Start field, and you then created a new client, Joe Smith, Joe would be assigned a reference code of SMIT9001.
User defined client reference codes
Where your firm does not like the default client references that HandiTrust 2015 assigns, you can specify your own client reference codes. When you add clients into your Client database, it will be necessary to
physically type the reference code into the Ref field.
Example: ABC Accounting wants to assign client reference codes as the first four letters of the surname, followed by the client’s initials. When creating a new client, Joe Smith, they would type ”SMITJ” into the Ref field.
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