Clients

Client Folder

Client Folder The Client Folder is displayed on the upper right half of the main screen and is updated as the current Client is changed in the list on the left. The Client Folder is a list of modules…

Jake Forster
Updated 1 month ago by Jake Forster

Client Input

Client Information Screen The Client Information screen is accessed via the Add or Edit buttons on the Client List Screen. This screen is used to input the client profile information. The profile inf…

Jake Forster
Updated 1 month ago by Jake Forster

Client List

Client List Client List Details A list of clients in the current database is displayed on the top-left half of the screen. (Double-click the CLIENT LIST label to toggle display of the client ID numbe…

Jake Forster
Updated 1 month ago by Jake Forster

Display additional client information in the Client List

Display SSN/EIN. By default our software will display only client names in the Client List. To include the client's SSN/EIN in the Client List double-click the Client List heading shown in the image…

Christopher H
Updated 1 month ago by Christopher H

Filter/Sort Client List

Filter/Sort Client List This option is accessed from the UTILITIES menu on the Module Library screen. The user may sort the Client List by client name or by the two character Client Code. When sortin…

Jake Forster
Updated 1 month ago by Jake Forster

Find Client

Find Client Finding a Client by entering search text: A user may locate clients quickly in the list by entering a part of the client name (or ID number if displayed in the client list. Double-click t…

Jake Forster
Updated 1 month ago by Jake Forster

Purge Deleted Clients

Purge Deleted Clients This option frees disk space by erasing Clients and their data files that were marked for deletion from the Client List. After this operation those Clients may no longer be Unde…

Jake Forster
Updated 1 month ago by Jake Forster

Set Client Codes

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 ba…

Jake Forster
Updated 1 month ago by Jake Forster

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