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To access this screen, go to Launch | Client Lookup in the Staff Control Panel. Select the client wanted and then go to the Services Tab.
This screen details all the services for the client and will detail the next job and whether they have been terminated or not.
A client service is to say that the practice will be doing a particular service for a client. This can range from services that IRISPTP knows about, like Accounts Production and Personal Tax, to ones that are unique to the practice, like a yearly insurance scheme.
The Planning required check box is used by Staff Planning to indicate that this job will have staff time booked against it.
The service then controls the details of when the next job will start, so the system can plan the work ahead and one screen where this can be useful is the Job Planning.
