Table of Contents

Finding Clients

  1. Click Utilities > Find Client...
  2. Input keywords (e.g. the client's name or ID number) then click OK.
  3. The first matching record will be selected. To move to the next matching record, type CTRL + F2.

Finding clients with a saved file of a certain module

  1. Select the desired module in the Module Library.
  2. Click Utilities > Find Clients with Current Module.
  3. All clients with a saved data file for that module will be highlighted. Type CTRL + F4 to toggle between the selected clients.

How did we do?

Filter/Sort Client List

Purge Deleted Clients