General (Client)

The Client is below the Organization and above the Project level of the rAbstract umbrella.

Client Administrators may add one or more Projects within rAbstract. Additional Client-level administrative tasks include:

1. entering general information about the Client
2. assigning Roles and Permissions to users
3. creating LookUps
4. establishing Form Templates for non-lease documents and abstracting Forms that apply at the Client level (i.e., if a Client has a single service contract applicable to all assets maintained in rAbstract, that contract would be abstracted at the Client level)
5. customizing a Clause List
6. setting up Charge Codes and Recovery Pools

Statuses

Client Status: 

Select “Active” or “Inactive” from the drop down box. When the Organization Administrator adds a new Client, the Client Status defaults to “Active.” Changing the status from “Active” to “Inactive” results in all Projects, Buildings and Leases belonging to the Client no longer being accessible.

Client Type: 

Select the property type from the drop down box that best describes the Client assets for which Leases will be abstracted/administered within rAbstract.

Client Info

Client Name: 

This field should reflect a descriptive name for the Client based on the grouping of Projects and Buildings that belongs to the Client. The Client name is first entered when the Organization Administrator adds a new Client. Once entered, the Client name may be edited by a Client Administrator.

Default Clause List: 

From the drop down box, select the Default Project Clause List for new Projects. The drop down box is populated with those clause lists entered on the “Clause List” screen within the Client administration section of rAbstract. 

Note: The Default Clause List selected here becomes the Project Default Clause List for every Project created under the Client, however a Project Administrator may subsequently change the Project Default Clause List (performed within the Project Administration section of rAbstract).

Default Amount Type: 

From the drop down box, select the Project Default Amount Type for new Projects ($/[time] or $/[area]/[time]). This amount type reflects the default setting that will be used as recurring charges are entered within rAbstract. 

Note: The Default Amount Type selected here becomes the Project Default Amount Type for every Project created under the Client, however a Project Administrator may subsequently change the Project Default Amount Type (performed within the Project Administration section of rAbstract).

Report Header: 

Include web path to the image file to be shown in the report header for this Client.

Report Logo: 

Include web path to the image file to be shown on the report logo for this Client.

Address Info

Address 1 / Address 2 / City / State / Zip / Country:

These optional fields allow users to indicate appropriate mailing information for the Client.