Client Profile Introduction

This option allows you to set up a profile record using a three-level hierarchy when establishing your client profiles. You may use one, two, or all three levels. You may have some clients for which you use all three levels,and some clients where only the master record is sufficient. The Master level is the Client Code which can be considered a corporate code. Under this main code, you may want to divide the client into Level2 levels. “Level2” is a generic term which could refer to the client subsidiaries or brands with which you work. Each Level2 allows for a separate address and distinctive billing instructions. Under the Level2, you may create a further breakdown to Level3, which is also a generic term. The Level3 allows for different billing instructions. The Level3 shares the address of the Level2 but allows for a different “attention” line for billing and statement purposes.

Note: Changes made at a Production Client Profile level will update the Production Product Profile level only if information is the same for both levels. If Product level information is different from the Client level, Product level information will not be changed. Example: If you make changes to a Client level address, the changes will automatically be applied to the Product level address only if the address is the same for both levels.

Note: Edits prevent users from defining new lower levels when the higher level is defined as inactive or incomplete Global changes can be passed to lower level from high levels regardless of the current lower level status. Edits include: "Can't activate level 2. Client is not active", "Can't activate level 3. Level 2 is not active", "Can't add level 3. Level 2 is inactive/incomplete", and "Can't add level 2 to inactive/incomplete client".

You may also set up any intercompany entities for which you produce billing or receive expenses. Whether you are authorized to one or many companies in the system, there is only one Common Client Profile. This permits consolidated reporting of a client’s activities should more than one of your companies service this client. Full security is built into this option so that you can specify a client record as being “owned” by a particular company/office. If this is done, access to a client’s information is restricted to authorized personnel.

To centralize information, functionality from the Client Definition - Media option is available for use with the Common Client Profile. This eliminates having to access separate options to set up Client/Product Media information that can also be used with the Common Client Profile for Production. This functionality allows you to define the client/products for the company/office you have set up in the Company and Office Definitions option. Also, the cross-reference feature (Xref Button) allows you to cross-reference a media client/product to a Production client/product or to an ad serving vendor client/product. Client/Products can be set up only after defining the owning company/office in the Company and Office Definitions option.

The Client Definition – Media option will continue to be available on the menu for companies who just use our Media products.

Note: Client billing/invoice due dates are set up in the Mocha System (DBPRFL|Option 08, Agency Profile|Option 06, Production Records|Option 12, Optional Invoice Days Due/Comments.