Viewing Your Client List

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Viewing Your Client List

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The Client List is a simple report where you can view all your companies & associated owners in a single grid. To reach the Client List, one clicks the 'Show List' button on the 'Client Data' Form. Here are the steps necessary to display a Client list:

 

1Begin by pressing the 'Client Data' button on the Main Form (See Fig 1).

 

    (Fig 1)

    btnclientdata

 

2This will bring up the Client Data Form. To proceed, click the 'Show List' button on the bottom left (See Fig 2)

 

    (Fig 2)

screen_clientdata_clientlist

 

3Having done that, you will see a report similar to the following pop up. To return to the 'Client Data' screen, click the 'x' in the upper-right corner, that is - in your menu bar (See Fig 3, below)

 

    screen_clientdata_laststep