You can capture and update client address and contact details.
From the JU1AP Asset Manager screen, select Client Address from the sub-menu on the left.
The JU1BE Client Address Maintain screen will be displayed.
Descriptions of the fields on this screen appear below.
Details |
The client’s name |
Sequence |
The sequence number of the client’s address i.e. second of three |
Address Type |
Select the type of address from the drop-down list |
Address Line 1 |
The first line of the address |
Address Line 2 |
The second line of the address |
Postal Code |
Postal Code for the address provided. |
The following options are available:
NEW |
Flows to the JU1BE Client Address Detail screen to record details of the client addresses. |
OPEN |
Flows to the JU1BE Client Address Detail screen to update client address details. |
SELECT |
Allows the user to select an occurrence from the listbox when function enabled. Returns to the relevant calling procedure (function disabled here). |
From the JU1BE Address Maintain screen, click NEW. The Client Address Detail screen will be displayed.
Tick the appropriate checkboxes to select the type of address.
Descriptions of the input fields on this screen appear below.
Address Type |
Select a value from the drop-down list. E.g. Business, Postal or Residential.
If each address type is different, a new Client Address Detail screen must be opened for each address type that is different.
Note: If the Type of Address selected on the Client Address Detail screen is one of the following, the system will display the field names for each line of the address:
Address Type: SARS POST BOX or SARS PRIVATEBAG
Address Type: SARS POST STR or SARSRESIDENTIAL
|
Last Updates Timestamp |
Once details have been captured, the system will store the timestamp of the date created or last updated. |
Address Lines 1 to 5 |
Lines of address detail
Note: Address details for at least the first 2 lines must be captured. |
Country |
To select a country, click the LIST button at the end of the line. This links to the JU0AC Permitted Value List screen and displays a list of countries to select from. Once a selection has been made, click SELECT. |
Postal Code |
Postal code for the address that has been input. |
Address Status |
If applicable, select a value from the drop-down list. Current values are: - Mail Returned - Other Location - Care Of |
Telephone Lines: |
|
Country code |
The international country code for the client’s telephone, fax, cellphone or pager numbers |
Area code |
The local area code for the client’s telephone, fax, cellphone or pager number |
Number |
The clients telephone, fax, cellphone or pager number |
E-mail Addresses: |
|
Identifier |
The identifier (email address) for 3 electronic addresses |
Description |
The description for the identifier (e.g. home email) |
Effective Date |
The date from which the client address record is effective. |
Discontinue Use |
Tick the box to indicate that the use of this set of client address details has been discontinued. |
Preferred Communication |
Select the preferred mode of communication via which all communication should be sent, from the drop-down list: NONE LETTER SMS |
Is Residential the same? |
Select the tick box if a Postal Address has been captured and the Residential Address is the same. |
Once the required details have been captured, click OK.