Clients list

The Clients screen shows a list of clients on file. Select Code to access the client details.

New clients can be added by selecting Create New Client. There is also the option for certain products to Restore archived client.

Search clients

Type in the Search clients box to search.

The search will scan all of the following fields for matching text:

• Client code (for example, ABC / 1)

• Client name (for example, smith)

• UTR (for example, 12345678 or 55750)

The search is not case-sensitive. All matching clients will be displayed in the list.

Sorting

Select a column header to sort the list. Select again to reverse the direction of the sort.

Refer to Setting up clients and Client types for more information.