How to add additional client detail

We have already seen all the options and functionality we have on the ‘Client Detail’ screen, but let’s take a more in-depth look at all the additional client detail we can capture and view on ‘Client Detail’ screen on Exergy… […]

By |January 19th, 2015|Add client detail, Client detail|

How to add a client’s address

A very useful piece of information to have in our database is the address of our clients. When we have this information at our fingertips, it makes communicating with them so easy. Let me show you how to capture the client’s address on Exergy… […]

By |January 18th, 2015|Add client detail|

How to capture a new client

So you have a dilemma. The client who is taking out a new policy does not exist on Exergy yet. This means you need to create a new client in order to capture the new business policy. Let me show you how to capture a new client on Exergy… […]

By |December 10th, 2014|Add client detail|