For any module to work the master file must be set up first before the apps are set up!
Sky Software has a central or single Client Maintenance or client file screen which serves all the the different Sky back office applications. A client information is entered in the system once and that information is then available in all the Sky applications. The Client Master information is therefore vital to the successful operation of the various applications of Sky. .
Before you can enter clients into the system there are certain supporting databases that you should set up first. Each client you take on will be linked to a Partner, Manager, Client Type and Business Category. These links are mandatory, but if you decide that you don’t want to use them you can mark them not applicable by inserting a NA or asterisk * in the database been linked.
Below is a training video of how the Client Masters work - 21 Minutes. For more information on Sky GotoSky Academyfor more information and learning videos.
