From the JU1CF Corporate Client Pay Centre List screen highlight a Pay Centre and select CDS Contact Person List from the sub-menu on the left.
The JU1CP Contact Person screen will be displayed.
The following options are available:
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SELECT |
Allows the user to select an occurrence from the listbox when function enabled. Returns to the relevant calling procedure (function disabled here). |
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NEW |
Flows to the JU1CP Contact Person Details screen to create a new contact person for the selected pay centre. |
|
OPEN |
Flows to the JU1CP Contact Person Details screen to update role details. |
From the JU1CP Contact Person screen, click NEW. The JU1CP Contact Person Details screen will be displayed.
Descriptions of the input fields on this screen appear below.
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Personal Details |
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Surname |
To select a client, click the LIST button at the end of the line. This links to the JU1BA Client List screen and displays a list of clients for selection. |
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First Name |
First name of the contact person. |
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DOB |
Date of birth of the contact person. |
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Initials |
Initial of the contact person. |
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Title |
Title of the contact person. |
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Language |
The language of the contact person for communication purposes. Select a language from the drop-down box. |
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Role Details |
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Contact Person Role |
The particular role and responsibility of the contact person |
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Start Date |
The start date for the details of the contact person. |
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End Date |
The end date for the details of the contact person. |
End Date The end date for the details of the contact person.
You can record asset manager details where the asset manager is a contact person in a scheme, and where this is required.
From the JU1AP Asset Manager screen, highlight an asset manager and select Contact Persons from the sub-menu on the left.
The JU1CP Contact Person screen will be displayed.
The following options are available:
|
SELECT |
Allows the user to select an occurrence from the listbox when function enabled. Returns to the relevant calling procedure (function disabled here). |
|
NEW |
Flows to the JU1CP Contact Person Details screen to create a new contact person. |
|
OPEN |
Flows to the JU1CP Contact Person Details screen to update contact person details. |
See previous section on contact person for the process.