To add a new client:
In the Add Client page:
1. (Required) Enter the case number in the Case # field.
2. Select the agency form the drop-down list next to the Agency field.
3. Select the case area identification number from the drop-down list next to the Case Area ID field.
4. Click the Add Case button. A confirmation message displays on the page stating that the case information is successfully added to the database.
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· The Account # field is Read-Only. · The Creation Date field is Read-Only and defaults to the current date. · The Cash Distribution Method field is Read-Only and defaults to Plastic. · The Case Status field is Read-Only and defaults to Active for most states. |
Click the Cancel button to exit the page without adding a new case.
You can perform the following tasks in the page:
1. Click the Client / Transaction Search link. The Client / Transaction Search page displays.
2. Click the Issue Card link. The Issue a New Card to a Client via Mail page displays.
3. Click the Create Account link. The Create Account page displays.
4. Click the Merchant Search link. The Merchant Search page displays.
5. Click the Help link. The webADMIN Online Help displays.
See Also:
