What we'll review:
Locating the Client Information Editor
Basic Information
Account Information
Sales Information
Client Information Editor
Navigate to the Clients tab -> View Clients -> locate the client's account either by search or select the first letter of the Client Name:
The top section of the Client Information Editor contains the client's main contact information, user data and logins, accounting and sales information, and more. On the Editor screen, click the Client Information heading to expand it (or Expand All). You can view and change any necessary fields - just remember to save your changes with the SAVE button at the bottom of each section.
The Client Information section is divided into three sub-sections:
Basic Information (client type, contact info, and users)
Account Information (active/inactive client, payment and accounting info, QA settings)
Sales (salesperson, survey info, general notes)
*NOTE* A full list of existing users and their contact information can be exported by going to the Clients tab -> View Clients -> Export Users. The resulting export includes clientId, clientName, UserName, userid, phone, UserEmail, fax, address, city, state, zipcode, active, and signupdate.
Basic Information
The purpose of this section is mostly for contact information but also includes the client type and a link to the user list on the account. Clients can change most of their contact information through the HR module but not information that would impact the overall account settings. The fields in this section are as follows.
Customer Type: Choose the client type for this client from the list. The client type allows you to set several default parameters for a client, such as pricing, available packages, ordering options, and more. Most of these settings can be overridden at the client level, but it's still important to pick an appropriate client type; this makes it easier to manage clients by volume, industry, or type, or to make mass changes to multiple clients on a single client type.
Client ID: The unique client code for this client. The client ID is used as a shorthand on admin screens to refer to this client. It must be unique in the system and cannot contain spaces. In addition, you can only select this when creating a client; it cannot be changed after the client account has been created.
Researcher's Reference ID: You can use this field to enter a code or plain text that will appear to the researcher who receives any searches on behalf of this client. This allows you to communicate a detail about this client without having to share the actual client name. The screenshot below shows an example of the phrase "sample reference from client" appearing to a researcher who's logged into the researcher module and viewing a search from this client:
Client Name: The name of the client, which will appear on their final reports, invoices, etc. This should be the name of the company.
Phone: A contact phone number for your records. The phone number may also appear on their final reports if their account is configured to include the phone number.
Email: A contact email address for the company. Note that reports are not sent to this email, and this email does not appear on reports. The purpose of this specific Email field is contact information for your records.
Fax: A fax number for the company. Like the phone number, it appears on client reports, but it's not used as a destination fax number for any faxes to the company.
Address / City / State / Zip: These fields are used for the return address that appears on reports for this client.
Vero Exchange v2 ID: Disregard - deverus will fill in this field if necessary.
Vero to Vero Connection: Disregard - deverus will select the proper value for this field if necessary.
Research Testing Client: Check this box if you'd like to use this client to create test searches for researchers. Best practice is to only use test or internal clients for testing purposes.
View Users: Also available at the top right-hand side of the page, click either link to view, manage, add users, or log into a user's account. Make sure to save any changes made to the Client Information section prior to navigating to View Users.
Account Information
This section contains overall account status, payment, branching, and QA settings.
Account Enabled: This checkbox determines whether or not the account is active. A client must be active to order/receive reports or to log into the client module. Clients cannot be deleted from the system, but they can be deactivated by unchecking this box. Inactive clients can be found by searching Inactive Clients from the main View Clients page and can always be reactivated if necessary.
Payment Method: Determines whether a client pays by invoice (Application) or by credit card (Credit Card). 'Credit Card' must be selected if the client should be able to pay via automatic credit card payment (more details on that HERE).
Check Credit Limit When Ordering Reports: When this box is checked, the client cannot have more money in outstanding (unpaid) invoices than you have in the following box: Credit Limit. For example, to ensure a client never owes you more than $1000, check the box, put 1000 in the Credit Limit field, and SAVE.
*NOTE* When the Check Credit feature is enabled, it is extremely important to mark invoices as Paid in your system as clients pay them. Otherwise, you could lock a client out of their account even though they have paid in full.
Branch Administration / View Branch Settings: Information on client branches can be found HERE.
Accounting Bar / Prevent Automatic Bar: More information can be found HERE.
Default User: The main person on the account handling background checks is often selected as the Default User. With some ATS integrations, the Default User may be the individual who receives report notifications and final reports via email.
California Cover Letter Client: More information on this setting can be found HERE.
Signup Date: The date the account was created.
View Quality Assurance Settings: More information on these settings can be found HERE.