- ContentsQuick LinksAccount Analysis landing page Accounting landing page AIM help AIM Receiver help Arrangements landing page Batch Processing landing page Custodian help Dashboard help Data Exchange landing page Dialer Campaigns landing page Exchange Manager help Invoices help Latitude help Latitude Console help Letter Console help Letters landing page Link Console help List Builder help Portfolio Manager help Reporting Console help Reporting landing page WorkFlow Designer help Work Queues landing page
View Client Guidelines
Use the Client Guidelines panel to view the work plan, settlement guidelines, and miscellaneous information for the client on the account. Your organization specifies this information when setting up a client. For more information, see Maintain Client Guidelines.
To view client guidelines
-
In the Account Detail toolbar, click Client Guidelines.
Work Plan: Displays a work plan for the account.
Settlement Guidelines: Displays settlement guidelines for the account.
Miscellaneous Information: Displays miscellaneous information for working an account.