Client Hub

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Client Hub by Mind Map: Client Hub

1. Contractual Details (RES,Com,Rur,None)

1.1. Orgid

1.2. Contract Type (Res,Comm,Rural,NO)

1.3. Client Captain

1.4. Main Contact

1.5. Email

1.6. Phone

1.7. Fax

1.8. Mobile

1.9. Std Turnaround

1.10. Definition

1.11. Turnaround Comments

1.12. No of Client Copies

1.13. Securitisation

1.14. Director to Sign

1.15. Lender Requirments

1.16. Lender Specific

1.17. Billing Terms

1.18. Fee Agreement

1.19. Fee Schedule

1.20. Fee Comments

1.21. Fuel Levy

1.22. Fuel Levy Costs

1.23. CPI Increases

1.24. Clauseid

2. Address info

2.1. ClientId (Orgid + Locationid + ContactId)

2.2. Location id (CUS)

2.3. Contact id (CT)

2.4. GNAF identifier

2.5. Address 1

2.6. Address 2

2.7. Suburb

2.8. State

2.9. Postcode

2.10. Street Address 1

2.11. Street Address 2

2.12. Street Suburb

2.13. Street State

2.14. Street Postcode

3. Organisation

3.1. ClientId (Orgid + Locationid + ContactId)

3.2. Orgid

3.3. Organisation Name

3.4. Abbreviated Name

3.5. Comments

3.6. Name to Appear on Reports

3.7. Contract Status

3.8. Industry

3.9. Classification

3.10. Contract Types (Res,Comm,Rural, NO)

4. Branch (belongs to an Org)

4.1. ClientId (Orgid + Locationid + ContactId)

4.2. Orgid

4.3. Location id (CUS)

4.4. Location Name

4.5. Webservice id

4.6. Primary Contact

4.6.1. Primary Contact ID (CT)

4.7. Instructing Defaults

4.7.1. Instructing Locationid (CUS)

4.8. Reporting Defaults

4.8.1. Reporting Locationid (CUS)

4.9. Billing Defaults

4.9.1. Billing Locationid (CUS)

5. Client (no org)

5.1. ClientId (Orgid + Locationid + ContactId)

5.2. Location id (CUS)

5.3. Location Name

5.4. Risk Status

5.5. Webservice id

5.6. Primary Contact

5.6.1. Primary Contact ID (CT)

5.7. Instructing Defaults

5.7.1. Instructing Locationid (CUS)

5.8. Reporting Defaults

5.8.1. Reporting Locationid (CUS)

5.9. Billing Defaults

5.9.1. Billing Locationid (CUS)

6. Risk Status/Warning Comments

6.1. ClientId (Orgid + Locationid + ContactId)

6.2. Orgid

6.3. Location id (CUS)

6.4. Risk Status

6.5. Warning Comments

7. Clauses

7.1. ClauseID

7.2. Default Clauses

7.3. Default Comments

8. Contact / Private Client

8.1. ClientId (Orgid + Locationid + ContactId)

8.2. Location id (CUS)

8.3. Contact id (CT)

8.4. FirstName

8.5. LastName

8.6. Job Title

8.7. Manager

8.8. Birthday

9. Office Specific

9.1. Location id (CUS)

9.2. VipaPath

9.3. Debtor Code

9.4. Lender Requirements

10. Standard CRM Features Plugins

11. Attachments - Alfresco

12. Fee Matrix

13. GNAF

14. Relationships