Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Screens

Rename Client dialog

If necessary, you can rename a client's ID.
Select
File
, then
Rename
, select the client, and select
Rename
. When the
Rename Client
 window opens, verify the existing client ID and enter a unique new ID for the selected client.

Fields & buttons

This list includes all clients of the selected entity type. Select the client to rename and then select
Rename
.
  • To search for a particular client by client ID or name, first select either the
    Client ID
     or
    Name
     column heading to indicate which column you want to search. Then, in the field preceding this pane, enter the first few characters of the client's ID or name. Fixed Assets CS automatically selects the first match in the client list.
  • To sort the client list, select the
    Client ID
    ,
    Name
    , or
    Entity
     column heading.
You can limit the clients that are available for selection in this window. Clear the checkbox for each type of client that you don't want to include in the list.
Select this button to switch between the most recent custom focus selection and the default selection for the current window.

This article applies to:

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close