The client basic information section is the primary feature of the client page and is the basic building block of the application database. When you open the client page, the client basic information section is open by default. From this section, you can open the other sections on the page.

You also have the following action menu options from the client basic information section: View Peers, Delete Client, Delete Contact, and Delete Statement.

Field Details

The client basic information section displays the following information and options.

Note: Much of the information displayed in the client basic information section comes from the client profile. Edit the Client Profile section to modify the information displayed in this section.

Field Name	Description
[Client Name]	Full name of the client. This field is a link to edit a client's profile information.
Tax ID	Client's IRS federal tax ID number.
Client #	Number that uniquely identifies the client record.
Contact	Person to contact regarding a client record. This field is a link to add or edit a contact.
Client Statement	Link to view a client's financial statement.
Add Period	Link to add a period to the financial statement.
Projections	Link to add or edit projections.
Comments	Link to add or edit comments relating to a client's record.
Run Reports	Link to generate reports.

 

You can click the Experian BizApps link to open the Experian Business Information Solutions Web page. Experian’s BizApps Web-based system is designed to allow you to order commercial credit products in real time from your desktop. BizApps give you fast, convenient access to the industry’s leading U.S. business information, international business information, public record, fraud products and report management tools.

Action Menu Items

Click (the action menu button) in the upper-right corner of the client basic information section and choose one of the options shown in the following table:

Action	What it Does
View Peers	Brings up the Peers dialog box.
Delete Client	Deletes the client from the application database.
Delete Contact	Deletes the contact at the client site whom you contact for the client's financial information.
Delete Statement	Deletes the entire statement that has been created for the client.