User Manual - Creative Projects
Contents
1. r a Reports File Help Client Search Edit Client Policy Search Edi Policy Calendar Reports Welcome To the Client Data program created by Creative Projects for Octfest Ltd Number Of Clients Number Of Policies Profile A Clients 1 Momentum 3 Profile B Clients 1 Old Mutual 1 Profile C Clients 1 Sanlam 2 All Clients 3 All Policies Logged in As Deon Fig 2 Dashboard At the bottom of the screen you will see Logged In As YourUserName The Number of Clients group will show details of how many clients there are according to their ratings It also shows the total amount of clients in the database The Number of Policies will show details of how many Policies there are on record for the 3 individual product partners as well as the total amount of policies Client Data User Manual Page j Version 1 0 Deon Smal 45409544 4 3 Client Search On the next tab called Client Search you will be able to search for clients in the database according to the following available in the drop down list e Client Name and Surname e Client ID e RSAID Select one of these options and enter the corresponding value in the Search String textbox and press the Search button Shortcut Alt S ai Client Data a File Help Search By Client Name and Sumame Search String Johann Fourie Client Info Client ID 21 Name Johann Sumame Fourie ID2. Investment Monthly Premium 1000 Business Type Group Benefits Initial Income 50000 Monthly Commission 1000 Lapsed Fig 5 Policy Search Client Data User Manual Page 7 Version 1 0 Deon Smal 45409544 4 5 Calendar On the tab called Calendar you will find a calendar showing todays date as well as a group box names Today s Birthday s In the textbox you will find all clients that are celebrating their birthdays today The dropdown menu will contain these clients names and e mail addresses for you to select and send a mail to by clicking on the Send Email Shortcut Alt E A new window will open where you can type a message for the client to wish him a happy birth day iP Client Data File Help 4 November 2013 gt Sun Mon Tue Wed Thu Fri Sat 7 2 29 3 2 1 3 4 5 6 7 8 9 1 E os 43 eA SOG 17 18 19 2 A 22 23 24 25 26 27 2 2 30 1 2 3 4 5 6 7 Today 2013 11 02 Today s Birthday s Name Deon Johann Logged In As Deon Fig 6 Calendar Client Data User Manual Page 8 Version 1 0 Deon Smal 45409544 4 6 Reports On the tab called Reports you will be able to get data from the database in a structured grid All data available is shown in the drop down list Select the data you are looking for and press the Search Shortcut Alt S button to display the data Fig 7 Reports By selecting the Print Preview Shortcut Alt V button you will be ab
3. Creative Projects Client Data User Manual for Octfest Ltd Version 1 0 Client Data User Manual Page 1 Version 1 0 Deon Smal 45409544 1 Word of Welcome First of all we would like to thank you for choosing Creative Projects as your solutions partner We designed this Client Data program to be used by insurance companies looking for a quick and easy way to keep track of their clients In this documentation we will show you step by step on how to use the program For any other information please visit our website or send us an e mail stating your enquiries 2 Internet Access The program s database is hosted on a domain on the internet Because of this an internet connection is required to be able to log in as well as modify data in the program We recommend a 2 Mbps connection or faster to be able to use the program to its designed potential 3 Three Privilege Levels While using the program you will find some features might be disabled and cannot be used This is due to privilege levels set by the administrators There are 3 different privilege levels that allow different access to the program namely e Level 3 Read Only e Level 2 Read Wright e Level 1 Administrator Level 3 Level 2 Level 1 View client information Same as Level 3 Same as Level 2 View policy information Edit client information Add program user Pull reports Edit policy information Reset program user E mails u
4. Number 9008201548731 Birth Date 1984 10 29 E Mail Address johann buz com Contact Number 083654712 Location Thaba Address 123 Mahem Number Of Policies 1 Client Rating A Last Appointment Date 2013 10 29 Next Appointment Befor 2014 10 29 Fig 3 Client Search Client Data User Manual Page 5 Version 1 0 Deon Smal 45409544 All available data of the client will be retrieved and displayed In clicking the More Info Shortcut Alt l button a new window will appear showing all available policy information about the client a Policy Information for User M123456789 Fig 4 Policy Information In the dropdown list all policies owned by the client will be shown Select a policy in the dropdown list to get information regarding the policy Client Data User Manual Version 1 0 Deon Smal 45409544 Page 6 4 4 Policy Search On the tab called Policy Search you will be able to find policies based on the following 3 product partners e Old Mutual e Momentum e Sanlam Select the desired product partner from the drop down list and enter the policy number in the Policy Number textbox When you press Search Shortcut Alt S all information regarding the policy will be displayed in the Policy Info group box s Client Data WW File Help Policy Search Product Partner Momentum Policy Number 123456789 Client ID Number 9008201548731 Commence Date 2013 04 20 Policy Type
5. duct Partner Sumame Policy Number Bith Date Commence Date ID Number Policy Type Contact Number Monthly Premium Town Business Type Address ss Initial Income sind ia Monthly Commission E mail Address Cancel Next gt gt gt Fig 10 Add Client Add Another Policy Save Data Complete all text boxes Please remember to add dates in the format it is prompted or you will not be able to leave the selected date field The ID number will be verified by the date of birth to ensure there are no invalid data added On selecting the Next gt gt gt Shortcut Alt N button you will be taken to the Policy Information tab as there cannot be a client without a policy Complete the Policy information text boxes and select Save Data in the case of adding only 1 policy Select Add Another Policy if you want to add more policies Adding the policy the clients profile will automatically be generated and updated according to pre set calculations 5 1 2 Delete Client Select the Delete Client Shortcut Alt D button to delete the client from the database A message will appear asking if you are sure that you want to delete the selected user and all his her policies from the database Select Yes to delete the client as well as all related policies from the database Client Data User Manual Page 12 Version 1 0 Deon Smal 45409544 5 2 Edit Policy Data On the Edit Policy tab you
6. er field must be correct and relate to a client already in the database If not an error message will appear and clear the Client ID Number text box Complete the Policy information text boxes and select Save Data in the case of adding only 1 policy Select Add Another Policy if you want to add more policies Adding the policy the clients profile will automatically be generated and updated according to pre set calculations 5 1 2 Delete Policy Select the Delete Policy Shortcut Alt D button to delete the Policy from the database A message will appear asking if you are sure that you want to delete the selected policy from the database Select Yes to delete the policy from the database Client Data User Manual Page 14 Version 1 0 Deon Smal 45409544 6 Procedures For level 1 users These procedures can only be used by level 1 users otherwise known as administrators 6 1 Create User To create a new user for the program go to File gt Create User A window will appear that will ask you for a username password and e mail to create as well as privilege level that will apply to that user r ail Add User Lo G x JN cent Data Change Password Log Out Close Reset User To the Client Data Fig 12 Add User After filling in the required information click the Add User Shortcut Alt U Button to submit user 6 2 Reset User If the user s account has been locked or the user forgot t
7. heir password the admin can reset their account To do this go to File gt Reset User r a Reset User amp a Client Data Change Password E Reset Users Password Log Out Close Usemame to reset Help New Password Create User Confim Password Ta tha linnt Nat Fig 12 Add User Client Data User Manual Page 15 Version 1 0 Deon Smal 45409544 Enter the username of the user to reset into the Username to reset text box If you want to change their password as well select the checkbox end enter a new password for the user 7 Afterword This program was brought to you by Creative Projects We hope you will enjoy using this program For any further assistance please don t hesitate to contact us or send us a email Website can be found at www creativeprojects co za Client Data User Manual Page 16 Version 1 0 Deon Smal 45409544
8. le to view the document in a print preview The Print Report Shortcut Alt P button will allow you to print the selected report on a printer of your choice Client Data User Manual Page 9 Version 1 0 Deon Smal 45409544 4 7 Change Password You can change your password by going to File gt Change Password You will have to enter your old password as well as supply a new password Enter the new password in the New Password test box as well as the Confirm Password field r ui Reset Password a B ui Client Data Old Password File Help Change Password New Password Log Out Confirm Password Close Create User __ Ghose Fig 8 Change Password 4 8 Log Out To log out please go to File gt Log Out 4 9 Exit To exit the program go to File gt Close 4 10 Online Help To get online documentation and help go to Help gt Online Help This will direct you to www creativeprojects co za where you will be able to get contact information and help on some questions 4 11 Email Administrator If you have an urgent matter or question regarding the program you can email an administrator directly by going to Help gt Email Administrator This will open the email window where you can stare your enquiry or problem Client Data User Manual Page 10 Version 1 0 Deon Smal 45409544 5 Procedures For level 2 users These procedures can be used by level 2 and level 1
9. sers Add clients Change program user Add policies Delete clients Delete policies Table1 Privilege Levels This User Manual will start from the level 3 activities and build up to the Level 1 activities to help all users with questions about the program Client Data User Manual Page 2 Version 1 0 Deon Smal 45409544 4 Procedures For level 3 users These procedures are for all access levels and can be followed by all users 4 1 Login to the program When clicking the icon a User Login window will appear that will prompt you for a username and password r a User Login Usemame Password Email Help Cancel Fig 1 User Login Here you must enter your username and password supplied to you by your Administrator If you enter an incorrect password more than 3 times your account will be locked and you have to contact an administrator for assistance The Email Help button will send you to an email screen where you can report your account being locked or any other problem with log in Please fill in your Username in the username textbox before clicking on the Email Help button for help Client Data User Manual Page 3 Version 1 0 Deon Smal 45409544 4 2 Dashboard If you entered the correct username and password you will be directed to the Dashboard window On this window you will find a welcome message and some basic information regarding the number of clients and the number of policies
10. users only 5 1 Edit Client Data On the Edit Client tab you will be able to edit the clients data Edit the selected fields as seen fit and select the Save Shortcut Alt V button if you are satisfied with the changes A message will appear to ask you if you are sure about the changes Select Yes if you are sure r ak ii TE File Help Dashboard Client Search Edit Client Policy Search Edit Policy Calendar Reports Search By Client Name and Sumame v Search String Johann Foure Client Info Client ID 21 Name Johann Sumame Fourie Bith Date 1984 11 02 ID Number 8411021548731 E Mail johann buz com Contact Number 0836547121 Location Thaba Address 123 Mahem Number Of Policies 1 Client Rating Last Appointment Date 2013 10 29 Logged In As Deon Fig 9 Edit Clients All Date fields will only accept dates in the YYYY MM DD format If the date is invalid or the date is not in the correct format you will not be able to exit the date textbox unless it is empty or re entered correctly Client Data User Manual Page 11 Version 1 0 Deon Smal 45409544 5 1 1 Add Client To add a client select the Add Client Shortcut AIt A button on the Edit Client tab A window will appear where you can add the new client s information oJ Add Client 2 aj Add Client Policy information Client Information Name Pro
11. will be able to edit the policy data Edit the selected fields as seen fit and select the Save Shortcut Alt V button if you are satisfied with the changes A message will appear to ask you if you are sure about the changes Select Yes if you are sure Product Partner Momentum Client Info Client ID Number Policy Number Commence Date Policy Type Monthly Premium Business Type Initial Income Monthly Commission Lapsed Laps Date 9008201548731 M123456789 2013 04 20 Policy Number 123456789 Investment Fig 11 Edit Policy All Date fields will only accept dates in the YYYY MM DD format If the date is invalid or the date is not in the correct format you will not be able to exit the date textbox unless it is empty or re entered correctly Client Data User Manual Version 1 0 Deon Smal 45409544 Page 13 5 1 1 Add Policy To add a Policy select the Add Policy Shortcut AIt A button on the Edit Policy tab A window will appear where you can add the new Policy information E ni Add Policy Client ID Number Product Partner Policy Number Commence Date Policy Type Monthly Premium Business Type Initial Income Monthly Commission Add Another Policy Save Data Fig 11 Add Policy Complete all text boxes Please remember to add dates in the format it is prompted or you will not be able to leave the selected date field The Client ID Numb
Download Pdf Manuals
Related Search