 |
 |
|
|
With PM open right-click on the Pm and this will display a pop up menu. Left-click on Client Lookup and this will display the Clients list. It is possible to then View/Select a client to go into the Client Maintenance screens.
This will open up the client details screen and will be headed as Client ID : IRISPTP Personal/Business Client and will open up on the Basic tab. If the Client was being viewed but without PM open then the extra tabs are not visible. The extra PM tabs are:
Notes (clicking on each of the links will go to the relevant help page)
This screen can be obtained from all programs, by clicking on the spyglass in Accounts or the Tax products, or going to File | Clients in the Time/Fees ledger - in each case the Pm icon must be present in order to access the Practice Management tabs on the client. Details of these extra tabs can be found from below.