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Clients, TCF Button (Treating Clients Fairly)

You’ll find a TCF button (Treating Clients Fairly) above each client’s search name, as shown below...

Click this to access the TCF module, shown below. This pop-up brings together a number of listings in a single easy-to-use module showing for the last year...

  • What you’ve earned from the client, and in return...
  • What work you’ve done for the client, considering...
  • What complaints (if any) you’ve received from the client
  • You might also want to list all the fact finds you hold for the client (to prove due care) along with all the correspondence in that client’s Document Viewer.

     

    For the “Income Earned...” report...

  • The setup for TCF appears first – check that every earnings nominal account is ticked, then click “OK”
  • The system will automatically save any selection changes you make here for future reports
  • This report will be meaningless unless you record all of your earnings in your Durell accounting system
  • Then check the date range, which by default will be for the 12 months preceding the last day of last month 
  • For the “Work Done...” report...

  • On the pop-up for Client & Policy Notes, shown below...
  • 1. check there are ticks against all the types of notes you require to be included

    2. check that either “All actions” is ticked, or that you’ve selected the specific actions you require

    3. if you’ve edited the selection and wish to save it for the future click the “Save” button

    4. If you save it as “TCF”, as shown below, then your revised settings will reappear automatically in future

    5. Note that if ticked, the “Landscape” report will truncate your client notes so there’s exactly one per line, which is gives a clear over-view. If un-ticked, you’ll get a portrait layout that gives the notes in full, though it may be slightly harder to follow.

    For the “Complaints Received” report, as shown below...

  • Check the (few) settings are as you wish, then click “OK”