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Quick-start, Entering A Client

To start a new client record…

Some systems will have a “Businesses” button below the “People” button, which should be used for corporate clients. In any event you can always switch from one address set to another (e.g. from “Individual Clients” to “Business Clients”) via the “Binoculars” button and the “Address Set” drop-down on the ensuing “Find Record” dialogue, as illustrated below.

To view your clients in a scrolling list click the “Spectacles” button (or press F12). Click the same button again to return to the flat view of the currently highlighted record (i.e. the “Spectacles” button toggles back-and-forth between the two views). Before doing any further work with client records, read the section on “Address Sets”.