Client Class Inquiry Overview
The Client Class Inquiry function is a feature available in the Accounts Receivables Inquiries menu of the SapphireOne software. Its purpose is to enable users to categorise Clients into Classes based on their business requirements. By grouping Clients into Classes, users can easily sort and organise data related to these Classes, facilitating the improved production of reports in SapphireOne.
The Class Inquiry screen provides a centralised location where users can view and manage the Classes they have created. It allows users to add, edit, and delete classes as needed. Each class can be assigned a unique name and other relevant information to distinguish it from others.
Once the classes are defined, users can utilise them in various ways within SapphireOne. For example, when generating reports related to accounts receivables, users can choose to sort or group the data based on these classes. This grouping can provide valuable insights and allow for easy analysis of data within specific client classes.
By leveraging the Class Inquiry feature, businesses can streamline their reporting processes and gain a better understanding of their accounts receivables based on different client classifications. This functionality enhances the overall data management and reporting capabilities of SapphireOne.
Dictation and Speech to Text Overview
SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for data entry. Any data entry field you can type into using a keyboard can use this feature.
You can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client. They may have made a phone call to that particular client using the Softphone technology. Consequently, this will automatically date and time stamp both the contact and the phone number you called.
As soon as the call is completed, the user has the ability to use Speech to Text (Windows) or Dictation (MacOS). They can dictate into the memo field of the CRM contact, adding as much description as they require.
Dictation and Speech to Text Procedure
This functionality applies across every single Data Entry screen. For example, the SapphireOne user is entering a Vendor Invoice (VI). Additionally, you may want to add a memo within the Vendor Invoice (VI). The user can utilise the tool and simply dictate the memo.
Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account. When the user is completing data entry using a General Ledger, there’s always a unique memo field for each GL account line.
The user can then utilise this feature to quickly add the information they need to add. Alternatively, you may have an interview with an employee. After the interview process is completed, the user can then make notes about the employee.
Speech to Text or Dictation is an extremely powerful tool. It is something that we at SapphireOne, as well as our clients, utilise daily. It is a massive time saver.
Class Inquiry (Client)
Creating a New Client Class
To create a new Client Class select the 
New icon in the main SapphireOne tool bar. Enter the Class ID and Name, then select the 
tick to save. SapphireOne will automatically enter the Company ID of the Company that the user is currently logged into.
Allocating a Client to an existing Class
To allocate a Client to an existing Class in SapphireOne, you can follow these steps:
- Client Inquiry – Go to the Client Inquiry function within SapphireOne, and select the desired Client from the list or search for the client using the available filters.
- Modify Client – Once you have selected the Client, double click or click on the
Modify button.
- Client Area – In this area locate the Class data entry field that has a blue background. The blue background indicates that the field is wildcard searchable.
- Class Selection – In the Class data entry field the user has two options.
- Wild card search – Use the @ symbol to display a list of all classes currently set up in the data file, then select the required class from the displayed list.
- Direct Entry – Directly enter the correct ID of the required Client Class.
- Saving – Select the tick on the main toolbar to save the changes made to the Client’s details.
- Class Inquiry – Return to the Class Inquiry screen. From the list of Classes select the required Class.
- Linked Area – Locate and open the selected Class then verify that the Client has been placed in the selected class as entered from the Clients master file or record.
By following these steps, you can allocate any Client to an existing Class in SapphireOne. It is important to ensure that these Classes are set up beforehand, as mentioned earlier, as you can only add Clients to existing Classes.
In the Linked area of the selected Class, SapphireOne displays only the Clients that have been linked with that particular Class. It’s important to note that no modifications to a Client’s record can be made in this Linked area, as its purpose is solely for display. If modifications to a Client’s record is required, the user should navigate to a Client Inquiry, select the modify button, and proceed from there to modify the Clients master record.
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