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Dave Thompson Consulting
408 Rose Drive
    Allen, Texas 75002   
(Dallas/Ft Worth area)
(972) 727-5670

Section III. Client Information System (CIS)- Entities


I. Clients

II. Lists

III. Entities

IV. Utilities

V. Schema


Client Information System Main Menu - Click here to enlarge   Note: Click on thumbnails to enlarge (Opens in new window)

Main Menu  - Clients

Entities Command

Entities List (124999 bytes)

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.

List Row (4159 bytes)

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.


Entity Clients (30420 bytes)

Fig. III-3 Click on # of Clients to see Clients

Entity Services (94758 bytes)

Fig. III-4 Click on # of Services to see services

Entity ID is also a hot zone.

Entity Record (98756 bytes)

Fig. III-5 Drill down for entity information