Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Screens

Open Client dialog

Select
File
,
Open Client
, the client you want to work with, then
Open
.

Fields & buttons

Use the dropdown list to select the data location that contains the client data you want to open. You must add a data location in the
Setup
,
System Configuration
,
Data Locations
 tab before you can select it here.
This field allows you to search for a particular client.
Select either the Client ID or Name column heading to indicate which column you want to search. Then enter the first few characters of the client's ID or name. Fixed Assets CS highlights the first match in the client list.
This list includes all clients of the selected entity type. Highlight the client you want to work with, then
Open
.
  • To search for a particular client by client ID or name, select either the Client ID or Name column heading to indicate which column you want to search. Then enter the first few characters of the client's ID or name. Fixed Assets CS automatically highlights the first match in the client list.
  • To sort the client list, select the Client ID, Name, or Entity column heading.
Focus group box
You can limit the clients that are available for selection in this window. To do so, 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 field displays the client status event used to focus the client list and the sorting criteria for the event. To change the client status event or sorting criteria, select
Modify
.
Select this button to open the Modify Event Focus window to change the client status event or sorting criteria in the
Event
 field.

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