Preamble
We are currently controlling add/edit/remove clients (and add/edit/remove cost centres) on the way into the Client Funds Management (CFM, or 'CERS') area of EMSOnline.
The rationale for this is that CFM/CERS requires the most information and the highest level of accuracy in respect of client details.
Having said this, we will soon be making these options available via all tools.
Also, most tools need only first name last name d.o.b., whereas CERS needs many other fields as well, including administrator details etc etc.
Instructions
Go to the EMSGateway / EMSOnline home page, and click Client Funds Management / CERS.
Follow any prompts regarding add/edit/remove clients, or add/edit/remove cost centres.
The process is automated from then on, with workflows to line managers and a confirmation of resolution back to you.