·Edit Note:

oThis control allows the user to access the note text box in order to make changes to the client note, this is also the general note of the client.  

oThe following characters can be included in the body of the note in order to change the color of the PDA number field on the client browse, this allows the user to mark the client file for a specific purpose:

o  $:        Red

o @:        Blue

o %:        Green

o #:        Yellow

o &:        Maroon

o *:        Aqua

o ~:        Orange

o ^:        Navy

·Flag colour:

oThis control allows the user to select the colour of the flags.

oOnce the colour is selected it can be inserted into the flag columns by holding Ctrl + Alt and then clicking on the desired flag column.

oHolding Ctrl + Alt and then Right-clicking on the desired flag column will remove the flag.

This is an example of the Flags on the Client Browse

·Flag Legend:

oThis browse allows the user to insert a description of the specific flag colour in the specific flag column.

This is an example of the Flags legend

·Created By:

oThis field displays the user that created the note.

·Date:

oThis field displays the date on which the note was created.

·Time:

oThis field displays the time at which the note was created.

·Note:

oThis text box allows the user to insert a body for the client.

· Online Signature Checker:

·This feature checks online for a signature for the selected client's e-signed documents.

·Client CRM Filter:

oThis allows the user to filter the CRM records according to certain criteria.

oClient and Task CRM: This option allows the user to view all the CRM records that were inserted for the client tasks.

oClient and Obligation CRM: This option allows the user to view all the CRM records that were inserted for the client obligations.

oAll Client CRM: This option allows the user to view all the CRM records that were inserted for the client.

oClient CRM with No Attachments: This option allows the user to view all the CRM records that were inserted without attachments for the client.

oClient CRM with Attachments: This option allows the user to view all the CRM records that were inserted with attachments for the client.

·Show open CRM only:

oThis check box allows the user to view all the open CRM records for the selected client.

·Add User:

oThis field displays which user inserted the CRM record.

·Status:

oThis field allows the user to select one of the following statuses for the specific task:

oPending: The status indicates that the task is not yet completed.

oCancelled: The status indicates that the task is cancelled.

oDone: The status indicates that the task has been completed (the completed by field will automatically display the user that changed the status to done).

·Sequence:

oThis indicates the order in which the tasks will appear on the list of tasks for the selected client.

·Description:

oThis field displays the description for the selected task.

·Start Date:

oThis field allows the user to edit a start sate for the task (automatically inserted when the task is generated).

·Due Date:

oThis field allows the user to edit a due date for the task (automatically inserted when the task is generated).

·Created By:

oThis field displays the user that created the task by meeting the predetermined criteria.

·Assigned To:

oThis field allows the user to assign the task to a specific user (Can also be automatically inserted depending on which option was selected in the master data).

·Completed by:

oThis field displays the user that marked the task as done.

·Date Done:

oThis field displays the date on which the task was completed.

·Time Done:

oThis field displays the time at which the task was completed.

·Note:

oThis text box allows the user to insert a note for the task.

· Completed Selected Tasks:

oThis control allows the user to complete the selected task for the selected client.

· Cancel Uncompleted tasks:

oThis control allows the user to cancel all uncompleted task for a selected client.

· Tasks not yet generated:

oThis control allows the user to display a list of Master tasks that have not yet been generated for the specific client (This could be due to specific criteria not yet met).

· View Task CRM:

oThis control allows the user to view all Task CRM records inserted for the selected client task.

·Filter By Consultant:

oThis check box allows the user to filter the client browse according to a specific consultant.

oThis check box also makes an additional browse available with the following 3 tabs by which to filter the client browse:

oFilter by DC: This tab allows the user to filter the list according to a specific DC consultant.

oFilter By Sales Consultant: This tab allows the user to filter the list according to a specific sales consultant.

oFilter by budget consultant: This tab allows the user to filter the list according to a specific budget.

· Not Uploaded to PDA:

o Indicates that the client record and plan have not yet been successfully uploaded.

· Validate:

oIndicates that the validation process returned a valid creditor reference combination according to the validation check at the PDA.

· Upload to PDA Pending:

oIndicates that the upload is currently being done.

· Upload Changes to PDA:

oIndicates that the plan needs to be uploaded after a change was made to the client record.

· Upload to PDA to activate client:

oIndicates that the deactivated plan needs to be uploaded after a change was made to the client record.

· Upload to PDA Failed:

oIndicates that the upload to the PDA has failed.

· Terminated in Simplicity:

oThis highlight indicates that the client has been locally terminated only (Client status is "Terminated")

oThis highlight will appear on the "DC" column.

· Inactive Clients:

oThis highlight indicates the client's "Inactive" Check box has been selected.

oThis highlight will appear on the "DC" column.

· Incomplete:

oThis indicates that the record is currently on an incomplete status (certain criteria has not yet been fulfilled in order to successfully validate a Task Team Rule Set proposal or save the client file and generate a plan)

· Client is Locked:

oThis indicates that the client has been locked using the "Lock Client" feature.

· Fees are Locked:

oThis indicates that the client's fee records have been locked using the "Lock Fees" feature.

· Deactivated by PDA:

oThis indicates that the plan has been deactivated by the PDA.

· Creditor and Reference combination is not valid:

oThis indicates that one or more creditor reference combinations did not pass the validation check at the PDA.

· Upload Done:

oThis indicates that the upload has been successfully done.

· Upload communication error:

oThis indicates that the communication between Simplicity and the PDA failed while uploading the client (Possibly due to a temporary server or internet fault).

· Payments with suspensions:

oThis indicates that certain payments to the client's creditors were unsuccessful (Details on the suspensions can be viewed on the payment plan).

· Deactivated:

oThis indicates that the clients plan has been deactivated at the PDA by the DC.

· Terminated At Hyphen:

oThis indicates that the client's record and plan has been terminated at the PDA.

· Final Proposal solved:

oThis indicates that the client's "Proposal status" is currently on "Final" (if rule set is Task Team Rule Set, a validation ID must Exist)

· Provisional Proposal solved:

oThis indicates that the client's "Proposal status" is currently on "Provisional" (if rule set is Task Team Rule Set, a validation ID must Exist)

· Proposal On Create:

oThis indicates that the proposal of the client is on a "Create" status.

· Frozen at Hyphen:

oThis indicates that the payment plan has been frozen at the PDA.

· Some Creditor Obligations on hold:

oThis highlight indicates that some of the client's obligation's statuses are on "Hold".

oThis highlight will appear on the "NCR" column.

· Debit Order:

oThis indicates that the client's "Collection Type" "Debit Order".

· EFT:

oThis indicates that the client's "Collection Type" "EFT".

· Cash:

oThis indicates that the client's "Collection Type" "Cash".

· Incorrect Payment Plan at Hyphen:

oThis highlight indicates that the plan needs to be uploaded after a change was made to the client record and that the change was made more than 30 days ago.

· Rule Set:

oThis highlight and number indicates the rule set being used for the client's proposal.

o3 = Task Team Rule Set