Open a client

You can open any of the last 9 clients you accessed from the Recent Activity section on the homepage.

Select File
, then Open Client
, or select the Open Client
Open Client button with an open folder icon.

on the toolbar.

If your firm has multiple data locations, verify that the Data location
is correct.

In the

Open Client

window, highlight the client.

Select Open
.

The

Asset List

window opens, with the assets for the client you opened displayed.

Select a column heading to sort the client listing by Client ID
, Name
, Entity
, or Client Status
.

Use the Focus
group box to limit the list of clients by entity type or status event.