DC/ Consultants

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DC/ Consultants

Program Navigation: Simplicity > toolbar Frame > Master Data > DC/Consultants

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·The DC consultants browse allows the user to insert new Debt Counsellor or consultants into the database.

·The consultant's NCR number and signature can be inserted where applicable which will cause Simplicity to treat this consultant as a DC and all the client's debt counsel reports will display the consultant's NCR number and signature.

·Consultants can be linked to a branch and log in user which will affect which clients the consultant can view when using the "Per Branch" Filter on the Client Browse (if security is set).


DcConcultants

This is an example of the DC Consultants browse

 

DCConsultantsForm

This is an example of the DC Consultants form



Minus18The following fields can be found in the Consultants browse:


 

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