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Navigate To Client Records

Navigate To Client Records

There are multiple ways to navigate to client records from within the Client Information screen. To go to a specific client select the client from the drop-down list in the upper-right corner of the screen.

Or you can move to the first, next, previous and last records by using the arrows at the bottom-left of the screen. In addition you can type in the record number and hit ENTER on your keyboard to go straight to a specific record number.

Delete Client Record

If you need to delete a client record you can do so by checking off the clients you want to delete in the grid and clicking the Delete button.

Or you can click the "X" button in the Client Information screen.

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