Client reference codes. Sage 2015

HandiRegister 2015 Client reference codes

For more information, please refer to the “Advanced Features 2015” manual.

Client reference codes

The Ref column in the "Clients" window displays the client reference codes. HandiRegister

2015 caters for different styles of client reference codes. These are discussed below:

Tip: We recommend the use of Standard reference codes.

Automatic client reference codes

HandiRegister 2015 can automatically create client reference codes when you create a new client. These reference codes take the form of four alpha characters followed by a unique fourdigit number. To have HandiRegister 2015 assign the reference code, when you are creating a new client, leave the Ref field blank and complete all other required fields.

Example: If you created a new client, Mr Joe Smith, using standard reference codes,

HandiRegister 2015 would assign Joe a reference code of SMIT0001.

You can control the fifth character assigned by HandiRegister 2015 when it generates an automatic client reference code. You could use this feature where:

 Each user in the practice is to use their own style of client reference codes or

 HandiRegister 2015 is on two different stand-alone computers (that is, the computers don’t share a common client database). To prevent your HandiSoft programs assigning the same reference code to two different clients, each computer will use a different client referencing style.

Example: If you typed digit 9 into the Client Reference Start field, and you then created a new client, Joe Smith, HandiRegister 2015 would assign Joe a reference code of SMIT9001.

Tip: To use User Name Specific reference codes, from the Options menu, click Clients and then complete the Ref Start field in the “Clients Options” window.

User defined client reference codes

Where your practice does not want to use the format provided by Automatic Client Reference

Codes, you can specify your own client reference codes. Simply type the required client reference code into the Ref field when you complete a new client’s details.

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.

Adding a client

From within HandiRegister 2015, you add clients into the Client database as follows:

1. From the Company menu, click Client Database.

2. In the "Clients" window, click New. The "Clients Detail" window will open.

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