NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm

ClientSpace FAQ v1

Owned by Tony Hayes
Last updated: Feb 27, 2015
4 min read

   Some questions keep coming up again and again, look here to find some of the most frequently asked ClientSpace questions.

Administration

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How To Display The Paper Clip Icon On Client Master

The paper clip icon on the Client Master is secured.  

You will need to give the appropriate roles the "gen_ClientMaster_$Attachment" security entity with view, add, edit rights.

How To Set Up A Dummy Payroll Code

Sometimes you need a "Dummy" payroll code, for example if you have Non-WC wages for the owner.  To set up this dummy code, follow these steps in ClientSpace:

  1. Add a "0000" WC Code
  2. Create a Carrier Org Called "Client WC Policy (For Payroll Only)
  3. Create WC Policy
  4. Add Policy Comp Code For Each State They will use it in.

Processing Team Drop Downs

The Processing Team Drop Downs are 'User by Role' Datatype and so the values are controlled by the associated role.  So to find the GUID for the  related role just look in the Role Admin. 

Alternately you can open the Processing Team dataform, select the drop down in question and find the GUID in the 'Related Data' field

Required Field Business Rules

Oftentimes you will want to require a dataform field be filled out, but only under certain conditions, so making the field required at the dataform level is not a good solution.  That's where the Required Field business rules come into play.

 

  • _RequireFieldOnThisForm - will check for a value in a field on the current form.      
    • parameter: sFieldName
  • _RequireTabField - will check for a value in a field on a related tab.      
    • parameters: sTabTableName and sFieldName
  • _RequireAdHocField - will check for a value in a field that resides in a node thats embedded in the dataform xml packet.     
    • parameters: sFieldPath and sFieldLabel
So, for example, there could be an Org node (like on the PEO Client Master), and you'd want to require the Source field. In that case the parameters would be filled in like this:    sFieldPath:  Org/crSource    sFieldLabel: Source

Scheduled Template Tasks 

Click the “Scheduled” checkbox to the template task configuration interface.
When “Scheduled” is selected new fields will be available:
  •   “Only create this task a maximum of once every this many days” 
  •    Scheduled tasks conditions are limited to the “dataform” trigger type.            
  •    Changing from “Unscheduled” to “Scheduled” will validate that only “dataform” types are selected.            
  •    Saving either the condition or the configuration will cause a new stored procedure to get generated.
Use “Proximity” operator for date conditions and designate "Within this many days:"
A scheduled process will evaluate any “Scheduled” template tasks and use the generated stored procedure to retrieve the tasks that need to be cloned.
If using additional criteria at the bottom it will be treated as an "AND" to the date criteria for the Schedule Task.

 

In this example, we are saying "ClientSpace should generate a template task 40 days before the ClientMaster.ContractEffectiveDate.  If for any reason it doesn't get created continue to try to create for the next 10 days.  When the task does get created; don't create again for at least 365 days even if the ClientMaster.ContractEffectiveDate is updated and falls within the 40 days again.”

Using NAICS Or SIC Code

Go to System Administration  | Lookup Admin | Manage Groups

Find the group you would like to use - either SIC Codes, or NAICS Codes and Copy the ID to the Clipboard

Go to the App Settings control panel | System tab.  

Paste in the Lookup Group GUID for the group you want to use on the Industry Code Lookup Group field .  This will change the Org.  Should also go the the Client Master and point the Industry Code to the opposite one that is being tracked.

 

Which Dataforms Can You Attach Emails To From Outlook

System Admin | Additional Modules | Uploaded Files Module.
Any record that has a Search Procedure filled in and no Field Name filled in shows up in the list. The search procedure must exist for it to be functional.  The PEO Template comes with: 
 
  • gen_Employees 
  • gen_ClientMaster 
  • gen_ClientServiceCase
  •  gen_UnemploymentClaim 
  • gen_CompClaim
  • gen_FMLA
     

Where can I find the "Sources"  list on the Org Main Tab

The Org Sources list is maintained in System Administration  | Lookup Admin | Lookups, with a Lookup group of "CRMOrganizationSource"

Due to the nature of this lookup, it is recommended, should you want to limit this list, you should inactivate the lookup codes you do not want to see, rather than delete them.

Imports

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Import Comp Code Master

Often times during the initial setup of ClientSpace you will need to import Comp Code master records, the individual Code and title description pairs - the following document describes how to automate that process using an import. 
 

 

 

NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm