Client Set Codes

This feature allows users to group single clients and/or groups of clients together for the purposes of running report, remittances.

 Setting Up Client Set Codes:

From the menu bar of CollectMax,

Select Definitions, Codes and Client Set.

The Client Set Code Screen will appear.

Click the button and the Add Client Set Code screen will appear.

• Enter the Client Set Code Name.
• Enter a Description of the Client Set
• Highlight the first client to be added to the client set from the Source List.  
• Click the button to add the Client to the Destination List.  Use the to add all the clients to the List.  The opposite arrows will remove a single client or all clients from the list.
• Continue to add all
• To add a group of clients, select the group from the list in the Import from Client Group Section.

Click the button to add the Client Set Code.

 Modify Client Set Codes:

From the menu bar of CollectMax,

Select Definitions, Codes and Client Set.

The Client Set Code Screen will appear.

Select the Client Set to modify.  Click the button to bring up the Modify Client Set Screen.

Make the changes to the Client Set.   Use the arrows to add or remove the Client to the Destination List.

 Adds the selected client to the List.

 Adds all clients to the List.

 Removes a selected client from the List.

 Removes all clients from the List.

Click the button to add the Client Set Code.

 Delete Client Set Codes:

From the menu bar of CollectMax,

Select Definitions, Codes and Client Set.

The Client Set Code Screen will appear.

Highlight the Client Set to be deleted and click the button.

A warning message will appear.

Click the button to complete the deletion process.  Click the button to cancel the deletion process.