How to use per-claim Joint Clients/Applicants
For how to set a Joint Applicant at client, level click here, where all claims can only have the same 2 persons associated with them.
Set-up
Open Config
1: Click Admin in the menu.
2: Select Config from the drop down menu - the Config window will open.
Using
Open the Search window
1: Click Search in the menu - the Search window will open.
Open the Client window
1: Enter some search criteria or press Enter to display all.
2: Double click on the required client.
OR
3: Click New Client to create a new client.
1: The Joint Applicant's details are entered here for each claim where relevant.
2: The Account name automatically updates with the 2 names.
3: In this example; Claim 1 is shared by the main person & a claim joint applicant
Claim 7 is shared by the main person & another claim joint applicant
Claim 10 is owned by the main applicant alone.
Claim 12 is owned by the main applicant and the 2nd person. (Only possible where 2nd person group enabled.)


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