Client Fields

Modified on Tue, 12 Nov, 2024 at 2:56 PM

The Client Fields page is made up of the following sections. Select the section names below for more information:

Client Fields

Profile

Sales & Service

Classification

Bank

Category

All fields on this page are applied to the fields found on the respective pages of a Client profile. Selecting a field here makes it a mandatory field - meaning that when creating or editing a client, INSIGHT will stop you from progressing to the next page or saving your changes until you enter information in the field.

Profile

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Trading As
City
Address Type
Suburb
Postcode
Address Line 1
Address Line 3
Web Address
Other Phone
Mobile
ABN

Addressee
Country
State
Primary Contact Name
Address Line 2
Job Title
Main Phone
Fax
Email
Date of Birth
Reference Code

Sales & Service

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Branch
Sales Team
Referrer
Authorised Reps/Producing Brokers
Custom label - gives you the opportunity to name the label, however, it doesn't become mandatory until you select the checkbox.

Account Type
Service Team
Client to be invoiced
Statement Delivery

Classification

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Classification
Source of Business
Industry
Structure
Standard Industry Code

Area
Nature of Business
Compliance Type
Vulnerable Client

Bank	Return to Top

All Bank Details

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Allows you to name the label, however, it doesn't become mandatory until you select the checkbox. The dropdown selection for each label is determined by the respective setting in Configuration.

Category 1 Label
Category 2 Label
Category 3 Label

Category 4 Label
Category 5 Label