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Dave Thompson Consulting
408 Rose Drive Allen, Texas 75002
(Dallas/Ft Worth area)
Section III. Client Information System (CIS)- Entities
Note: Click on thumbnails to enlarge (Opens in new window)
Main Menu - Clients
Fig. III-1 Entity List
Services offered by the financial planning firm are mapped to entities. An entity might be a group practice, a trust or pension fund, or an individual client.
Fig. III-2 List row for Entity ID = 5006
Entity 5006 shows two clients and two services. The Clients text box, and Services text box are hot zones for drill down.
Fig. III-3 Click on # of Clients to see Clients
Fig. III-4 Click on # of Services to see services
Entity ID is also a hot zone.
Fig. III-5 Drill down for entity information