Set Client Codes

The client database allows the user to assign a two character code to each client. The code is optional and may be used to organize clients by sorting or filtering the client list based on the code. See Filter/Sort Client List.

  1. Select the desired client(s). See Selecting multiple records.
  2. Click Utilities > Set Client Codes...
  3. Enter the two character code.
    To delete an existing client code, type in "CLEAR".
  4. Click OK.

How did we do?

Purge Deleted Clients