Description Lookup

You use the Description Lookup window to create and select headings under which you want to group the currently selected client e.g. you could choose Bank manager because that is their occupation.

Find description - You can quickly select a description by entering the first letter(s) of the description that you are searching for. The one that most closely matches or is nearest to your entry is highlighted in the list. Click OK or double-click on the highlighted name to confirm your choice.

Add - The descriptions are entirely user-definable. You create a new one by selecting the Add button. This opens the Add Description window. Type the new description into the Description box and select the Select button. The new description now appears in the list. You cannot delete existing descriptions.

Each description name must be unique and the Description box must not be left blank. If it is not unique or the box is left blank, it will not be added to the list.

Edit - You can edit any existing description by highlighting it and selecting the Edit button. This opens the Edit Description window. Type the changed description into the Description box and click OK. The relevant entry in the list will be changed accordingly.

If there are no clients in the list, the OK button and the Edit buttons will not be available.