Total Legal Accounting 3


 

SECTION 1.1.2 - MODIFY A CLIENT

 

USAGE: Modify the details of an existing Client. This option is only used for changing the static information such as the Name. Normally, it is also possible to change the Client’s code here, also.

 

DISCUSSION: When you start the MODIFY program, the computer will initially ask for a code. Insert the code and press <Enter>.

 

To return to the CLIENT/TRUST MAINTENANCE MENU, press <ESC>.

 

To search for an account, press <F9>. For further details on searches, see SECTION 1.2.

 

Having entered a valid code, the computer will display the current information pertaining to that account. You can modify any of the fields that are surrounded by brackets. Also, you have the following options available via the function keys:

 

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<F1>                  This will cause T.L.A. attempt to read the previous Client/Trust record. If there is one, it will be displayed. T.L.A. will move to the previous record without saving any changes you might have made.

 

<F2>                  This will cause T.L.A. attempt to read the next Client/Trust record. If there is one, it will be displayed. T.L.A. will move to the next record without saving any changes you might have made.

 

<F4>                  This allows you to enter a note detailing any non-structured information. The information you enter here will be displayed during BILLING, but will not be printed on the File-Bills.

 

<F6>                  This allows you to enter a delivery address. This field will be printed on File-Bills in the area allotted.

 

<F7>                  This allows you to enter delivery instructions. This field will be printed on File-Bills in the area allotted.

 

<F8>                  This allows you to attach up to 10 Tax File Numbers (TFN’s) to the file. The TFN’s must already be setup in the system. See SECTION 1.5.3 for information regarding TFN’s.

 

<F10>                This will move you to the next page of input. <PgDn> will do the same. T.L.A. will check the information entered, so-far, for consistency before allowing you to move to the next screen.

 

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<F1>                  This will return you to the previous page. <PgUp> will do the same.

 

<F3>                  This will initiate a search through the Matter table. You may choose a Matter Type in this way or enter one directly.

 

<F4>                  This will initiate a search through the Solicitor table. You may choose a Solicitor in this way or enter one directly.

 

<F5>                  This will initiate a search through the Partner table. You may choose a Partner in this way or enter one directly.

 

<F6>                  This will initiate a search through the Billing-Group table. You may choose a Billing-Group in this way or enter one directly.

 

<F7>                  This will initiate a search through the Solicitor table. You may choose an Associate in this way or enter one directly.

 

<F8>                  This will initiate a search through the Partner table. You may choose an Introducer 1 in this way or enter one directly.

 

<F9>                  This will initiate a search through the Partner table. You may choose an Introducer 2 in this way or enter one directly.

 

<F10>                This will end the input phase and cause T.L.A. to test the screen ready for update. Pressing <F10> can save you having to press <Enter> all the way to the end of the screen.

 

<ESC>      will return you to the Client code entry routine without updating the Client/Trust master-file.

 

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