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Dave Thompson Consulting
408 Rose Drive Allen, Texas 75002
(Dallas/Ft Worth area)
(972) 727-5670
Section II. Client Information System (CIS)- Lists
II. Lists
Note: Click on thumbnails to enlarge.
Main Menu - Clients
The application uses a number of standardized lists for information such as address type (HOME, OFFICE, etc).
These reference lists can be maintained through the Lists selection from the Main Menu.
Fig. II-1. Address Type
Fig. II-2 Advisor Type
Fig II-3 Entity Type
Fig. II-4 Family Member Type
Fig. II-5 Medical Specialties
Fig. II-6 Name Prefix
Fig. II-7 Financial Planners
Fig II-8 Financial Services - Product Offerings
Fig. II - 9 Staff Members (other than Planners)