Rating Clients Utility also known as Monitor Client Quality. If turned on in the Advanced Setup area, it runs automatically every 10 days on first workstation to start Avimark. Based on a scale of 1-10. In Client area you will see a scoring # in the lower right with a # up to 10. A rating of 1 or 2 gives 1 red flower, 3 or 4 gives 2 red flowers, 5 or 6 gives 3 red flowers, 7 or 8 gives 4 red flowers and 9 or 10 gives 5 red flowers. Based on total $$ spent in the last 12 months. The blue # in parenthesis next to the red flowers is total # of invoices in the last 12 months. Together you get a rough picture of client quality from a purely $$ stand point. You can set a client to a score or quality level as well which tells the system not to re-rate them each run of the utility. This utility had caused some problems in the past but after version 2016.2.6 came out, that fixed some issues with the Rating Clients utility and the also broken New Client Totals in the Period Totals Report being screwed up from version 2016.0.0 to 2016.2.6. If you jumped in upgrades from 2015.2.8 or below to 2016.2.6 you never experienced this problem. Otherwise if you were on any version of 2016 prior to 2016.2.6 you need to also run a special fix-it utility called: "Fixclientfirstaccountingdate" this problem was partially caused by a broken Rating Client Utility. All is well now with both as far as I can tell. A new client is not counted as new until they spend their first $$, no matter when the client was added to your Avimark. The Rating Client utility was messing with first accounting dates which in turn was breaking New Client #s in the Period Totals report for about a year. Hope this helps everyone!
Dr. Paul