Concept of Hearing
Examples of client:
- Partnership Firm
In a rare case, you may want to create more than client for a same person. Example: A trust has 3 didvisions for which there is seperate TAN (For TDS deduction) and you are providing services of TDS return filling for the client, then in this case, you will create 3 clients even though the person has same PAN.
Creating a hearing
Keyboard Shortcut bh (to be entered when in task view)
The Name fields can be used to add categories to the client. What information you add to each of the name fields is upto you. But be consistent. When searching for the clients, all the name fields are considered.
A client needs to be part of a Client Group. This is a mandatory requirement.
Editing a Hearing
Master Authorization is required to Add / Delete tags
To edit a particular hearing, click on the edit button provided across that hearing in the hearing list. A pop-up will open up. Enter the details and click on update button.
Bulk Import of Client
Linking of other data to Client
Compliance: Compliances are assigned at Client Level.
Custom Data: Custom data such as passwords, other details are stored at client level.
Tag: Tags are stored at Client Level.