Client Dashboard

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Client Dashboard

Program Navigation: toolbar > Clients > Insert > Client Dashboard

·This window allows a user to begin the process of either adding or managing/editing a client record.

·The window contains different tabs in which specific information such as the client's budget, banking details and personal details can be captured/edited.

·A client's proposal is also generated automatically when all relevant client and obligation information is completed in this window.

·A client's obligations and fee records (Such as Restructure and Legal Fees) are captured in this window.

·A client's status (such as "Accepted" and "Terminated") is selected in this window.

·A coloured Heading will indicate the calculation method used as well as, what is necessary in order to solve on DCRS (Where Applicable).

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Click on the following headings to expand:

Minus18 [1]Summary

oThis window allows the user to view the basic information of the client as well as a summary of the financial and proposed figures

oThis window also displays an error list (when applicable) outlining a list of criteria not yet fulfilled in order to successfully validate a Universal Rule Set proposal or save the client file and generate a plan, double clicking on a specific error will navigate the user to the relevant window and/or feature.

This is an example of the summary tab

Minus18 The following can be found on the Summary window:

Lock Lock Affordability:

oThis control allows the user to insert an affordability amount and prevent the system from calculating the affordability automatically (the client cannot be saved successfully as long as this control is active.

· DisablePayPlan Disable Calculations:

oThis control will disable certain features and will prevent changes to fields that would cause the proposal to calculate, effectively locking the proposal.

· ClearErrorsButton Hide Errors:

oThis control allows the user to hide the Error list so a validation can be done and any features that are covered by the Error list.

oNote that this control does not fix the errors, it only hides the errors and attention must still be given to the errors.

· EnablePayPlan Enable Plan Start Date:

oThis control will enable the "Plan Start Date" field which will allow changes to the date to be made.

·Plan Start Date:

oThis field allows the user to insert/edit the plan start date of the client, this will also change the proposal start date of all the client's Obligations and this date cannot be later than the earliest date uploaded to the PDA.

· BlueLockFees Lock Fees:

oThis control will disable certain features and will prevent changes to fields that would cause the Fees to change

· Demote Demote Client:

oThis control will change the client status from "Client" to "Lead", this will also move the client to the "Leads" list (Only available if "Client Phases" option is not active).

·Client VAT Rate:

oThe VAT Rate of the selected client.

·Proposal Information:

oProposal information allows the user to select the status of the proposal and rule set of the proposal.

oThe user can also generate the proposal from the "Proposal Information" window.

oThe following can be found on the proposal window:

·Proposal Status:

o Allows the user to select the status of the client's proposal, this also determines what actions can be performed on the client's proposal.

oSee "Building a Proposal" for details on the effect each status has on the actions allowed to the user.

oCreate: The "Create" status informs the user that the proposal is busy being created and allows changes to be made to the proposal.

oThis status allows the user to find a solve if needed. (See "Search For A Solve")

o Provisional and Final :The "Provisional" Status informs the user that the proposal has been or is ready to be sent to the creditors.

oThis status also allows counter proposed figures to be inserted

oThis status also allows the user to obtain a DCRS ID if no overrides are present.

Plus18 [2]Client Information

Minus18 [3]Budget

oThis form contains various tabs which allow the user to insert and edit the Income, deductions and expenses of the client.

oThe affordability (monthly payment) of the client is determined through adding and subtracting the values contained in the various budget tabs.

oAn estimated Minimum proposal solve amount is also displayed on the budget window.

This is an example of the Client Info tab

Minus18 Income

oThis browse allows the user to insert/edit the client's monthly income.

oThis browse allows the user to insert/edit the client's and/or spouses monthly income.

oAdditional sources of income can be added if applicable (Rent income, Maintenance).

oA total Income figure is also displayed at the bottom of the tab.

oThe total deductions and expense figures is subtracted from the total income figure in order to create the affordability amount.

This is an example of the Income tab

Minus18 Deductions

oThis browse allows the user to insert/edit the client's monthly deductions.

oThis browse allows the user to insert/edit the client's and/or spouses monthly deductions.

oAdditional deductions can be added if applicable.(Life insurance, Retirement Plan)

oA total deductions figure is also displayed at the bottom of the tab.

oThe total deductions figure is subtracted from the total income figure in order to create the affordability amount.

This is an example of the deductions tab

Minus18 Expenses

oThis browse allows the user to insert/edit the client's monthly expenses.

oAdditional expenses can be added if applicable.(Internet, Clothing)

oA total expenses figure is also displayed at the bottom of the tab.

oThe total expense figure is subtracted from the total income figure in order to create the affordability amount.

This is an example of the expenses tab

Minus18 Assets

oThis browse allows the user to insert any assets that the client owns.

oThis browse allows the user to insert/edit the client's assets

oAssets do not affect the Affordability of the client.

This is an example of the Assets tab

This is an example of the assets form

Minus18 The following can be found on the Asset window:

·Category:

oAllows the user to select a category for the Asset.

·Description:

oAllows the user to insert a Description for the Asset.

·Amount :

oAllows the user to insert the value of the Asset.

·Status:

oAllows the user to select the status of the Asset.

·Encumbered:

o Allows the user to mark the Asset as encumbered, also makes a "Credit Provider" field available to edit.

·Credit Provider:

oAllows the user to insert the credit provider, only available if the asset is "Encumbered".

Plus18 [4]Fees

Plus18 [5]Obligations

Minus18 [6]Dependents

Minus18 [7]Consultants

·This browse allows the user to insert one or more consultants handling the selected client's portfolio.

·Only one of each consultant type is allowed per client.

This is an example of the Consultants browse

This is an example of the consultants form

Minus18 The following can be found on the consultants browse:

Minus18 Additional Security