Client Maintenance

The workspace contains functionality that allows users to view, edit, create and delete client information.

Client Details

To access details regarding a client, highlight the client record in the Client & Contacts section of the workspace and click . The Client Detail window is displayed.

Access to this window is defined by a system administrator in System Management > Collection > Security Profiles.

Information imported from the core can be viewed in this window but cannot be edited. The fields imported from the core appear disabled.

If desired, clear the Core Flag check mark to convert the client to be locally-maintained. All client data fields can be edited if they are locally-maintained and all client phone number, address and email records are automatically switched to locally-maintained.

A client record can be changed to locally-maintained even if one or more of their loans are still core-maintained.

If the client is locally maintained but continues to be included in the files processed by the Download, the In Last Import field is selected but no information is actually loaded into Elements for the record. The Last Time Imported field indicates the last time this client record was actually updated by the core system.

Clients that were originally core-maintained can be converted back to being core-maintained. If the In Last Import field is selected, select the Core Flag check box to revert the client to core-maintained.

Please see the Loan Status topic of this guide for more information on locally versus core maintained records.

Creating a New Client

A new client cannot be created from within Elements.

Editing a Client

To edit an existing client, highlight the client in the Client & Contacts section of the workspace and click . The Client Detail window is displayed.

Information imported from the core can be viewed in this window but cannot be edited. The fields imported from the core are disabled.

Make any modifications to the client and click Save. Click Cancel to disregard any changes.

Deleting a Client

To delete a client, highlight the client record in the Client & Contacts section of the workspace and click . The client is deleted.

Clients associated to active or charged off loans cannot be deleted. Upon clicking

, a prompt appears indicating the deletion cannot be performed.

Printing the Client Detail Report

To print the Client Detail Report, click in the Client & Contacts section of the workspace.

Please see the Client Detail Report topic of this guide for more information about this report.