Right-click Context Menu

First select, and then right-click any Client row in the Clients with Outstanding Fees grid to access the following context-specific menu of options.

• Add All Client Invoices to Mail List - Adds all of the selected Client's AR data to the Merge List.

• Client Details - Displays the Client's details, as configured in StarPM: Client UDF,* with the Address tab in focus.

• Parent Client Details - Active only if there is a Parent Client associated with the Client. Displays the Parent Client details, as configured in StarPM: Client UDF.*

• Fees - Displays the Client's details, as configured in StarPM: Client UDF,* with the Fees tab in focus.

• Type Notes - Displays the Client's details, as configured in StarPM: Client UDF,* with the Transactional Notes tab in focus.

• Change Credit Controller - Displays the Staff Selector, in which you can select the Credit Controller to be assigned to the currently selected Client.

• Escalate - Displays the Staff Selector window, in which you can select the member of Staff to whom to escalate the currently selected Client transaction.

• De-escalate - Reverses an Escalation, cancelling the assignment of a Client or transaction to a nominated Staff member, and clearing the Escalated To value from the selected Client or transaction row.

*Client details, as configured in StarPM: Client UDF, are beyond the scope of this document.