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Währungsstammdaten............................................................................................................................................................................46
Währungskurse ändern...........................................................................................................................................................................46
Texte für Finanzierungsnachrichten .......................................................................................................................................................47
ALLE Finanzierungsnachrichten drucken ..............................................................................................................................................47
Währungsgrafik .......................................................................................................................................................................................48
Übersicht Finanzierungen.......................................................................................................................................................................49
Finanzierte Währungen...........................................................................................................................................................................49
Finanzierungsbestand.............................................................................................................................................................................50
Nächste Rollovertermine ........................................................................................................................................................................50
Serienbriefe drucken...............................................................................................................................................................................51
Finanzierungsabweichungen ..................................................................................................................................................................51
Menüpunkt Fragezeichen ...........................................................................................................................................................................52
Supportanfrage per Email senden..........................................................................................................................................................52
Fernwartung starten................................................................................................................................................................................52
PRISO2000.net Wartung starten............................................................................................................................................................53
Versionsgeschichte .................................................................................................................................................................................53
Onlinehandbuch ......................................................................................................................................................................................53
Handbuch als PDF herunterladen ..........................................................................................................................................................53
Info...........................................................................................................................................................................................................54
Menüpunkt Institute ....................................................................................................................................................................................55
Partnergesellschaften .............................................................................................................................................................................55
Sonstige Institute.....................................................................................................................................................................................56
Menüpunkt Provisionen ..............................................................................................................................................................................57
Provisionen erfassen, ändern.................................................................................................................................................................57
Passwort ändern .....................................................................................................................................................................................57
Menüpunkt Stammdaten ............................................................................................................................................................................59
Adresstypen ............................................................................................................................................................................................59
Bankleitzahlen .........................................................................................................................................................................................59
Berufe ......................................................................................................................................................................................................60
Betreuer...................................................................................................................................................................................................60
Familienstand ..........................................................................................................................................................................................62
Gesellschaftsformen ...............................................................................................................................................................................62
Kundenrollen ...........................................................................................................................................................................................63
Landeskennzeichen ................................................................................................................................................................................64
Postleitzahlen ..........................................................................................................................................................................................64
Telefon/Email (Arten) ..............................................................................................................................................................................65
Titel ..........................................................................................................................................................................................................65
Schlüssel .................................................................................................................................................................................................66
Sub Schlüssel..........................................................................................................................................................................................66
Zusatzinfos Kunden ................................................................................................................................................................................66
Hauptsparten...........................................................................................................................................................................................67
Sparten ....................................................................................................................................................................................................69
Tarifarten .................................................................................................................................................................................................70
Produkte ..................................................................................................................................................................................................71
Schadensstatus.......................................................................................................................................................................................71
Vertragsstatus .........................................................................................................................................................................................72
Vermögensgruppen ................................................................................................................................................................................72
Farben einstellen.....................................................................................................................................................................................73
Systemeinstellungen ...............................................................................................................................................................................73
Allgemein .............................................................................................................................................................................................73
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