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Dave Thompson Consulting
408 Rose Drive Allen, Texas 75002
(Dallas/Ft Worth area)
Section I. Client Information System (CIS)- Clients
Note: Click on thumbnails to enlarge (Opens in new window)
Main Menu - Clients
Locate Client in Client List
Fig. I - 1. Client List
The focus of the CIS program is clients as individuals, and users need to locate a client record quickly to respond to telephone inquiries. Selecting Clients from the Main Menu opens the client list form.
This list can be searched by Client #, Last Name, City, State, ZIP, or Planner (the firm's financial planner assigned to the client).
For example, if the user needs to locate a client whose last name is 'Stephens', the user clicks on the Last Name command.
Fig. I-2. Find by Name
Only the first few characters of the last name need to be entered.
Fig. I-3. Result of search for 'ste'
The list sorts by last name, and highlights the first record meeting the criteria. Note in this case, the user sees both a 'Stephens' and a 'Stevens' in the list, so may need to ask the caller their city (Chicago or Boston), or confirm the spelling of the last name to find the specific client. Of course, Client # is unique, so if the caller already knows their client number, their record can be located by Client #.
Drill Down to Client Form
On the Client List, click on the Client # box to drill down to the client record. Alternatively, you may hit the Enter key which opens the client record for the underlined row.
Basic Client Record (Click to enlarge)
Client Record Tabs
Click on image to enlarge
Other Contact Information
Medical Specialties if applicable
Professional Advisors for Client
Entities and Services for Client
Note: While the firm tracks clients as individuals, the financial services that the firm provides are assigned to an Entity record. For example, the client may be in a group medical practice, and the firm may provide services to the group.
If the service is provided directly to the client as an individual, then the service type is 'IND'