1.1.5 Client Preferences Tab

This topic explains the client preferences tab of Customer Maintenance Detail screen.

1. On Customer Maintenance Detail screen, click Client Preferences tab.
   The Client Preferences details are displayed.

   Figure 1-6 Customer Maintenance Detail_Client Preferences Tab

   
   

   
   Description of "Figure 1-6 Customer Maintenance Detail_Client Preferences Tab"

   
   
2. On Client Preferences tab, specify the fields.
   For more information on fields, refer to the field description table.

   Table 1-6 Client Preferences - Field Description

   Field	Description
   Client Preferences	This section displays the following fields.
   Account Currency	Alphanumeric; 3 Characters; Mandatory Select the default account currency for the CIF customer from the option list.
   Resident Status	Optional Specify whether the customer is a resident or a foreigner from the drop-down list.
   Allow ROA at CIF Level	Mandatory Select if Rights of Accumulation (ROA) must be made applicable to all unit holders that will have an account under this CIF customer record.
   Language	Alphanumeric; 12 Characters; Mandatory Specify the preferred language of the customer.
   Language Description	Display The system displays the description for the selected language code.
   External Reference Number	Alphanumeric; 50 Characters; Optional; Amendable Enter the External Reference Number and it is an informational field.
   Nationality	Alphanumeric; 3 Characters; Mandatory Select the nationality of the customer from the option list.
   Nationality Description	Display The system displays the description for the selected nationality code.
   Dual Nationality	Alphanumeric; 3 Characters; Optional Select the dual nationality from the adjoining option list.
   Dual Nationality Description	Display The system displays the description for the selected dual nationality code.
   Default Broker	Alphanumeric; 9 Characters; Optional Select the default broker for the CIF customer from the option list.
   Broker Name	Display The system displays the broker name for the selected default broker.
   Country of Domicile	Alphanumeric; 3 Characters; Optional Select the country of domicile of the customer.
   Country of Domicile Description	Display The system displays the description for the selected country of domicile.
   Substantial Stay in US	Optional Indicate your substantial stay in US from the adjoining drop-down list. the options available are: Yes No
   Service Location	Alphanumeric; 50 Characters; Optional; Amendable Specify the service location of the customer. Alternatively, you can select service location from the LOV. The list displays all the valid service location of the customer maintained in the system.
   Service Location Description	Display The system displays the description for the selected service location.