Individual Detail Set Up

Input your Client Information

Note Required Fields:

Last Name

First Name

Middle Name *NOTE: Some Clients do not have Middle names- If a Client Does not have a Middle Name - YOU MUST INPUT A Single Space from the SPACE BAR in this Field AND Later on in Reports and Letters YOU MUST Input a Single Space from the SPACE BAR in the Filter Box for the Middle Name in order for the Clients information to be inported into the Dispute Letters.

Social Security Number.

Individual Detail Fields

Note:

Last Name

First Name

Middle Name

Social Security Number are all Required Fields

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User Association

IMPORTANT Make sure you click the User field & Associate the Client with a User. This allows for tracking of Clients per User. Click the Down arrow and highlight your Company User.

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Active and Billing

If you are charging for your service, click the Active box and add the amount you are billing the client to the Billing text box.

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Save & Close

Click the Save & Close icon. This will save your Client information to the database and return you to the main screen with a focus of Individuals allowing you to see the List View of your User information.

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