How to Add a Clients Assets
NOTE: The correct part of the Debt Management System must be authorised for each user first. Click here for instruction.
Open Search window
1: Click Search - the search window will open.
Select a client
1: If required enter some search criteria or press enter for all.
2: Double click the desired client to open.
Open the Assets Types window
1 - Click the Assets tab in the Client window - the Assets window will open.
2 - Click Add - the Add Assets Types window will open.
Add an Asset
1 - Click the required Asset Type
2 - Click OK to close the window.
Create a new Asset Type
1: Press Add - a new line will be created for editing.
2: Add a description for the New Asset Type.
3: Click OK to Save the asset and close the window.
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