Create client

Before creating a new client, conduct a thorough search to prevent duplicate records being created. 

All new clients (and their representatives) must be created in Process Direct (PD). Client details must be entered in a sentence case, for example, Mr Army Veteran, and not in all CAPITALS, or all lower case, for example, MR ARMY VETERAN, or mr army veteran. 

Editing letters

Some R&C ISH letters are displaying spelling and punctuation errors in the veteran’s first or surname in the salutation and address lines. 

For example, if the veteran’s surname has an apostrophe, i.e. O’Connor etc., the second letter may appear in lower case and show in the letter as O’connor, o’connor, oconnor etc. Additionally, if the veteran’s first and/or surname is hyphenated, for example, Billy-Joe, this may appear as Billy-joe etc. 

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