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Maintain Major Client Information

The Maintain Major Client Information routine allows the user to enter, view, or edit Major Client Information. To do so, the user must select an Entity from the Entity Manager screen, and then click the Major Clients button at the bottom of the form. If the selected Entity already exists as a Major Client, the user will be taken directly to the Maintain Major Client Information screen; if the selected Entity does not already exist as a Major Client, the user will first be asked if they wish to create the Entity as a Major Client.

The Maintain Major Client Information routine cannot be accessed through the eQuinox main menu.

Field Definition​

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Major Client No - The unique identifier and name of the current Major Client (usually large companies or corporations that supply the Firm with a large amount of business). eQuinox automatically assigns a Major Client No when Major Clients are entered. To view existing Major Clients, the user may execute a query and then scroll through the records using the Next and Previous record buttons.

Date Opened - Displays the date the Major Client's file was opened. For new Major Clients the date may be selected from the calendar provided, but cannot be edited or updated for existing Major Clients.

Date Closed - Displays the date the Major Client's file was closed. When entering a Closing Date, it may be selected from the calendar provided. For Major Clients with Active Matters, this field will be blank.

Bill Style - The style in which Bills for the current Major Client are to be produced by default. A selection may be made from the List of values provided.

Statement Style - The style in which Billing Statements for the current Major Client are to be produced by default. A selection may be made from the List of Values provided.

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Clients​

The Clients section seen above displays information for all Clients associated with the current Major Client. This information is for display purposes only, and cannot be edited or updated by the user.

Client No - The unique identifier and name of the Clients associated with the current Major Client.

Date Opened, Date Closed - The dates on which the current Client's file was opened and closed. If the current Client still has active Matters, the Date Closed field will remain blank.

City, Street Address - Address information for the current Client.

Once the user has finished entering and/or editing Major Client information, they must either click the Save button or press F10 to commit the information to the system.