In the guide:

Navigate to the General Subfolder of Set up and select the Lists tab:

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Business Source

When recording new client details it is possible to record the source of the business, the default list can be replaced with a custom list.

To create a custom list, click on the Add button to launch the new list item editor.

The source I want to record is Media (yellow highlight) and I want to prompt for the Type of Media (green highlight) e.g. Newspaper, Magazine, Radio etc.

The List function can also be used to create a list of say as above acceptable Media Types that can be recorded. To activate this function use:

Business Source Code/Ref

Once all the Business Sources have been listed it is possible to create a secondary list of acceptable responses by using the Business Source Code/Ref list option.

In this example there are already 3 types of media that can be recorded and a 4th option (Radio) is to be added:

With the Business Source and associated source types created, the create New Client page reflects this change.

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Case Accounts Type

The Key Product Record allows different 3rd party fees to be recorded when received from clients and then paid out on their behalf via the Case Accounts option.

Here is the preconfigured list.

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Channels

Under development for a later release.

Client Asset Types

The Key Fact Find allows different Client Asset Types to be recorded.

Here is the preconfigured list.

Open the Client Asset Types List option to build a custom list, use the Add button to display the Client Asset Types Editor, Description refers to the Client Asset Type, use batch mode to add multiple list items. Display Order sets the order in the custom list of Client Asset Types.

Contact History forms an optional area to record all client contact in a separate file. There are other options for recording client contact, e.g. the notes area, but this functionality offers a more structured approach.

Here is the preconfigured list.

Open the Client Contact History Type list option to build a custom list, use the Add button to display the Client Contact History Type Editor, Contact Type refers to the Client Contact History Type, use batch mode to add multiple list items. Display Order sets the order in the custom list of Client Contact History Type.

Enable the Is a Meeting check box (highlighted yellow) to allow details of the meeting to be recorded.

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Commission Channel

Under development for a later release

Commission Firm/Adviser Reason For Amendment

Under development for a later release

Commission Reason For Change

Under development for a later release

Commission Unallocated Payment Reasons

Under development for a later release

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Commissions Basis

The Key Product Record allows different Commission Fees to be recorded.

Here is the preconfigured list.

Open the Commissions Basis list option to build a custom list, use the Add button to display the Commissions Basis Type Editor, Value refers to the Commissions Basis, use batch mode to add multiple list items.

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Commissions Deductions

Under development for a later release.

Compliance Check Results

The Key Product Record allows different Compliance Check Results to be recorded.

There is no preconfigured list, any values created via the Compliance Check Results list editor will be displayed in the Compliance Check Result Drop Down List.

Open the Compliance Check Results list option to build a custom list, use the Add button to display the Compliance Check Results list editor, enter the custom Check Results Value, Use Check results notes to define the criteria used to set the value, use batch mode to add multiple list items.

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Custom Fact Find Questions

Whilst the Key Fact Find questions are not editable, it is possible to add additional questions to the Key Fact find by way of an additional section added to the standard Key Fact Find. The screenshot below is an example of custom questions added to the standard Key Fact Find.

Select the Custom Fact Find list to view the questions added to the Fact Find.

Additional questions are added via the Add button.

Enter details of the question to be added in the yellow highlighted box. The answer to the question will be stored by The Key in its database. Enter a unique reference in the Merge Field Name Box (highlighted green).

This screenshot shows the Question and The Merge field name in the list.

It is possible to delete custom Fact Find questions however any data recorded in the deleted question will be deleted permanently from all existing client records.

Failure to assign a unique reference to each custom Fact Find question will result in data being lost.

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Changing the description of the Custom Tab

Navigate to the General Subfolder of Set up and select the Reports/Fact Find tab:

Press the Fact Configuration button, select Custom Fact Find Settings. Enter the revised name for the Custom Tab and press Save.

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Document Categories

The Key has a preconfigured list of Document Categories. The screenshot shows the pre-set list.

Use the Add, Edit or Delete buttons to manage the list.

Adding a Category: Select the Add Button enter the Document Category name, Unless you wish The Key to assign the same name to each document added to The Key via this category, leave the field empty. Use content guidance to define the types of document that may be added to the category, there may occasions where multiple documents are to be linked to a specific document category, place a tick in the check box (highlighted yellow) to allow this. Use batch mode to add multiple list items.

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Editing the Key Dictionary

The Key has a built in spell check facility and any words added via the spell checker are recorded in this list.

Use the Add, Edit or Delete buttons to manage the list.

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Execution Only Reasons

The Key supports advised and non advised sales, non advised sales are referred to Execution Only in The Key and it is possible to set a list of agreed reasons for working on this basis with a client.

Here is the preconfigured list:

Use the Add, Edit or Delete buttons to manage the list.

Adding a Category: Select the Add Button enter the Category name. Use batch mode to add multiple list items.

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Fact Find Mortgage Repayment Type

No Longer Used

Lead Status

As part of Lead function The Key it is possible to a assign a certain status to each lead received.

Here is the preconfigured list:

Use the Add, Edit or Delete buttons to manage the list.

Adding a Status: Select the Add button enter the Status name. Display order will always show the next available record ID. To insert the new record into an existing list, amend the display order value to the position the new item is to sit in the list of Status values. Use batch mode to add multiple list items.

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Mortgage Business Type

The Key Product Record allows different Mortgage Business Types to be recorded.

Here is the preconfigured list:

Use the Add, Edit or Delete buttons to manage the list.

Adding a Business Type: Select the Add button enter the Type name. As this type is user generated add a unique ID in the Code Field. Use batch mode to add multiple list items.

There is a pre-set list of Note Categories, however it is possible to create a custom notes list.

Use the Add, Edit or Delete buttons to manage the list.

Adding a Note Category: Select the Add button enter the Note Category in the Value Box. Use batch mode to add multiple list items.

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Office Location

No longer used

Product Fee Types

For corporate users

Reason For Leaving

For corporate users

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Reason For Closing

It is important that once a product, be it mortgage or insurance etc. has completed or gone on risk, the Product record must be closed. Part of the close process requires that a reason for closure be recorded (highlighted yellow).

It is possible to replace the section highlighted in yellow with a list of pre-set reasons for closure. These pre-set reasons are created via the Reasons for Closing list.

Use the Add, Edit or Delete buttons to manage the list.

Adding a pre-set Reason for Closing the product: Select the Add button, enter the Reason. Use batch mode to add multiple list items.

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Task Descriptions Category Options

No longer used

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Tax Rates

The Key holds all current Ku Income tax Rates as a list.

Use the Add, Edit or Delete buttons to manage the list.

Adding a New Tax Rate: Select the Add button enter the New Tax Rate in the Category Box. Use batch mode to add multiple list items.

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Type of Sale

There is a pre-set list of Sale Types that can recorded in the Fact Find (highlighted yellow), however it is possible to change this list.

Select from the list Type of Sale.

Use the Add, Edit or Delete buttons to manage the list.

Adding a Sale Type: Select the Add button enter the sale Type in the Value Box. Use batch mode to add multiple list items.

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User Role Definitions

No longer used.

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