Domicilia for clients (list)

Click Client administration > Clients. On the Clients list, select and open a client and then click Compliance > Domicilia.

–or–

Press CTRL+Q to move the cursor to the quick launch field. Type the clients keyword into the quick launch box. Select the Client result. Open a client and then click Compliance > Domicilia.

--or--

Enter the name of (partial name of) a client into the Search for client field. Open a client and then click Compliance > Domicilia.

info (2).jpg Add review and maintain domicilia documentation records for a client.

This list applies to the following party types:

Clients (Company, Trust, Foundation, Fund, Partnership, Individual/Joint)

Master institution

Navigating the list

The following tables provide descriptions for the controls in this list. Column positions and headers may have been changed by your system administrator. Columns may have been added to the list or removed. For more information on custom lists and views see How to manage lists and views.

Actions

Action	Description
Actions	Opens a menu of available commands associated with domicilia documentation. There may be several dimmed commands in the Actions menu. These commands can be made available by first selecting an item from the list.
View	Opens a menu to select or save a layout for the specific list being viewed.
Export to excel	Exports the current list into a new Excel document.
Print review	Opens a Print preview window.
Print	Opens a dialogue box to select print options.
Add domicilia	Add a domicilia record to the list. The following codes are used in the domicilia form and are are user definable Country - Settings module > Lists > System-wide codes > Countries/regions Country type - Settings module > Lists > System-wide codes > Country types Document type - Settings module > Lists > System-wide codes > Document types
Delete	The Delete command will appear dimmed if an item is not first selected in the list. Delete will remove the selected item from the database.
Properties	The Properties command will appear dimmed if an item is not first selected in the list. Properties will open a window containing the data from the item selected in the list.
Refresh	Each time you refresh data, you see the most recent version of the information in the database, including any changes that were just made to the data.

Fields

Field	Description
Business party	The name of the client.
Country	The country to which the domicilia document applies.
Domicilia use	The domicilia use.
Document type	The type of document relating to the domicilia use.
From date	The date from which the documentation applies.
Thru date	The date to which the documentation applies.
Registration number	The registration number is a non mandatory field in the domicilia record.
Business party ID	The Primacy business party ID for the client.
Country code	The country code.
Document type ID	The Primacy identification code for the document type associated with the domicilia record.
Domicilia ID	The Primacy identification code of the domicilia record.
Domicilia use code	The Primacy identification code for the domicilia use record.
Note	User notes entered with the domicilia record.
Record ID	The Primacy Record ID for the item in the list.
Modified on	The date this record was last modified.
Modified by	The Primacy business party id of last user to modify the details of this record.
Created on	The date this record was created.
Created by	The Primacy business party id of the user who created this record.

Database version 5.19.0.0

Navigating the list

Actions

Fields

See also

Comments