Client details

This button launches the client database which allows you to find and edit existing client records or create new ones. It is fully integrated to enable instant cross-referencing of clients' current and historical company formations.

When entering this module the first selection to make is whether you want to create a new client or select an existing one.

If you select an existing client record, you can either use the details in that file as they stand or edit them.

Once selected this allows you to view the client's current and historical company formations, and any actions you take in processing a company formation will automatically be assigned to the selected client.