Client Information Screen
The Client window is the initial input window for clients
or company (Group) information. Across the bottom of the Client Information
window or General tab number 1 is a list of buttons.
ADD allows you to add a new client. Click on that once and a blank
window will appear allowing you to add a new clients information.
DELETE allows you to delete any client, dependent, notes and any
NEXT allows you to go to the next client in the list.
PRIOR allows you to go back to the previous client in the list.
TOP allows you to go the first name in the client list.
BOTTOM allows you to go to the last name in the client list.
LIST allows you to view the clients in a list format. It will also
allow you to search for clients, companies, and dependents. If you need
to search for a dependent or employee, there is a box that has clients
and dependents (serves also for employees). Click on dependents and then
click in the Search box. Type the last name of the dependent. Once you
have done that you will see the dependent name appear in the list below.
To go to that dependent click on Select at the top of the window and that
will bring you to the Tab Number 4 - Dependents List from the Client Information
area. To search for a Client you can choose the sort method of Client
ID, Last Name, Company, and Preferred Phone.
SAVE allows you to save the information on a new client or after
editing an existing client. There are no EDIT buttons. If you need to
make a change go to where you need to make the change by clicking the
field with your mouse and start typing. This will put the program in the
edit mode, once you are done click SAVE and your changes will be saved.
CANCEL allows you to discard your changes and bring back the prior
data from your last SAVE.
HELP allows you to access the HELP screens for the particular window
you are working on.
CLOSE allows you to exit this window and return to the main window
or to any other activated window you had left open.