To maintain policyholder contact details, select CONTACT DETAILS on the sub-menu on the left. The JU1BE Client Address Maintain screen will be displayed.
To search for a client address type, click SEARCH. The Client Address Search Criteria screen will be displayed.
Select an address type from the drop-down list and click OK. If the address type exists, then the system will display it on the JU1BE Client Address Maintain screen.
To view details of any of the addresses listed, highlight the required address, then click OPEN. The Client Address Detail screen will be displayed.
To add a new client address, click NEW. The Client Address Detail screen will be displayed.
Descriptions of the input fields on this screen appear below.
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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
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Address |
The details of the address. |
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Country |
To select a country, click the LIST button to flow to the JU0AC Permitted Value List screen and select a Country from the list. |
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Postal Code |
Postal code |
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Address Status |
If applicable, select a value from the drop-down list. Current values are: - Mail Returned - Other Location - Care Of |
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Telephone Lines: |
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Country code |
The international country code for the client’s telephone, cellphone, fax or pager numbers. |
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Area code |
The local area code for the client’s telephone, cellphone, fax or pager numbers. |
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Number |
The clients telephone, cellphone, fax or pager numbers. |
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E-mail Addresses: |
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Identifier |
The identifier (email address) for 3 electronic addresses |
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Description |
The description for the identifier (e.g. home email) |
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Effective Date |
The date from which the client address record is effective. |
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Discontinue Use |
Tick the box to indicate that the use of this set of client address details has been discontinued. |
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Preferred Communication |
Select which of the addresses is the preferred address to which all communication should be addressed from the drop-down list. E.g. Business Address, Residential Address. |
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Is the 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.
