Table of Contents

Displaying client details in the Client List

Eric Updated by Eric

  1. Double-click on the Client List header (or, click Utilities > Client List Options).
  2. In the Client List Options window, select the desired changes then click Save.
  3. In the Save Options File dialog, choose a name and click OK. Return to the main screen.
For more information, see Client List Details.

Show ID and Control No.

  1. Under Saved Option Files, select Employer - Ctrol No - ID.
  2. Click Save.

How did we do?

Deleting an employee or a form

Employee/Recipient Options