Select a Client from the Client List
Use the Client List to open any client that is set up for Control Centre.
The Client List always appears when you run Control Centre.
You can open the Client List when the system is running by:
- From the File menu, choose Open; or
- selecting the
button on the main menu bar
Follow these steps to open a client:
- Choose the dataset which contains the client that you want to open from the Dataset drop-down list. All of the clients in that dataset are displayed in the Client List.
-
You can quickly find a client in the list by typing in the first letter of their name or code in the Find box. The first client whose name or code begins with that letter is highlighted.
Tip: Typing in more than one letter makes the search more precise e.g. Shel to find Shell UK.
- Select the tax year you wish to open for the client from the Returns to year to 5th April drop-down list. The list displays all of the tax years that have been created for the client.
When you have highlighted the required client in the Client List and selected a tax year you can open them by:
- selecting the OK button
- double-clicking on their name
- clicking the right mouse button and choosing Open from the pop-up menu
- pressing the Enter key
Tip: You can switch between searching for the client by their client code or by their name. Select the appropriate button above the list of clients. You can tell which one is selected because it appears depressed. The Find box changes to reflect the choice that you have made.
