Owner Details and Account
Previous  Top  Next

 
Accessing an Owners Details & Account  
 
1.   Reservation chart  
2.   Search Client screen  
3.   F2 Quick Account Access  
 

   Reservation Chart
clip0339
Using the column down the left hand side of the screen where the areas are outlined there are two ways to access owners details;  
1.   Left click on the area once – this will open the owner's details scn, where you can alter the name, address, bank details etc.  
2.   Right click on the area once – this will open the owner's account, where you can process charges etc.  
 
Client Search Screen  



Choose the Client drop down menu and select Client Search.  
 
Select the method to search by in the top left corner  
 
Select the Type of Owner in the bottom left corner  
 
Enter the surname etc in to the Look For field, and then select the search button.  
 
Matches will be displayed on the right of the screen.  
 
Highlight the record you require and select Edit.  
 
F2 Quick Account Access  
 
clip0338

Select F2 on your keyboard – the above screen will display  
 
Enter the owners account number into the centre column top field and click Go To Account  
 
 
 
 
Using the column down the left hand side of the screen where the areas are outlined there are two ways to access owners details;  
1.   Left click on the area once – this will open the owner's details screen, where you can alter the name, address, bank details etc.  
2.   Right click on the area once – this will open the owner's account, where you can process charges etc.  
 
Client Search Screen  

clip0340

Choose the Client drop down menu and select Client Search.  
 
Select the method to search by in the top left corner  
 
Select the Type of Owner in the bottom left corner  
 
Enter the surname etc in to the Look For field, and then select the search button.  
 
Matches will be displayed on the right of the screen.  
 
Highlight the record you require and select Edit.  
 
F2 Quick Account Access  
 
clip0336  
 
Select F2 on your keyboard – the above screen will display  
 
Enter the owners account number into the centre column top field and click Go To Account  
 
The CHM file was converted to HTML by chm2web software.