Client List
Click here to see the Client List
The Client List is located at the left-hand side of the Client Navigator. It lists every client that is in the currently selected dataset.
Datasets can be accessed by selecting File from the Menu bar and then choosing Open Dataset.
You can create a new dataset by selecting File from the Menu bar and then choosing New Dataset.
Client Type - You can select to show only certain client types at a time by selecting an option from the Client Type filter drop down list.
Staff Name - If you have clients assigned to staff members, then you can choose to see only the clients assigned to a particular staff member at one time by selecting the staff members name from the Staff Name drop down list.
Find Name - You can find a client in the list by typing in the required information in this box.
You can further organise the clients displayed in Client List using the pop-up menu.
The selection that you make in the Sort Clients by option in the Client List pop-up menu determines the criteria by which you can search for a client in the list. For example, if you decide to sort the clients by Evening Fax, the Find box will change to Find Fax, allowing you to search for a client by typing in their evening fax number. You can search for a client using any of the following criteria:
- Code
- Fax
- Group
- Name
- Number
- Postcode