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  1. Open the Vault feature and view one client record at a time.

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  2. Generate a form with selected records from the Vault to prefill onto the form.

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These methods of access do not provide the user with a way to see all the details of all their records at once. Thus using screens in Quik! to view data is cumbersome and slow, yet effective and efficient for the purpose of choosing clients and filling out forms.

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