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Button | Function |
|---|---|
New client | Opens the New Client window where you can add a new client for processing. Shortcut: Ctrl+N . |
Open client | Opens the Open Client window, where you can select an existing client for processing. Shortcut: Ctrl+O . |
Save | Saves the open client's data. Shortcut: Ctrl+S . |
Open Client Properties | Opens the Client Properties window from the File menu. Here you can update information for the current client. You can also select the down arrow to view summary information and links to external documents for the open client. |
Select Period to Process | Opens the Select Period to Process window from the File menu. You can use this to enter or view data for a different processing period or to advance to a new processing period. |
Open Client Note | Opens the Client Note window from where you can enter a note or reminder about the open client. |
Open Client Status | Opens the Client Status window from where you can log events for clients, view scheduled events for the day, or schedule events. Shortcut: F5 . |
Cut | Cut the selected asset. Shortcut: Ctrl+X . |
Copy | Copy the selected asset. Shortcut: Ctrl+C . |
Paste | Paste the selected asset. Shortcut: Ctrl+V . |
Find Asset | Opens the Find Asset option. Shortcut: Ctrl+F . |
Open CS Connect | Opens CS Connect, a utility to help you with the following tasks.
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Open FileCabinet CS | Opens FileCabinet CS. You can use this application for storage and retrieval of documents produced in by CS Professional Suite.
note
This button appears only if you're licensed for and have installed FileCabinet CS. |
Print | Opens the Print window, from which you can print reports and forms. Shortcut: Ctrl+P . |
Print Current Asset | Opens the Print Current Asset window, which allows you to print the following reports. Shortcut: Ctrl+1 .
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Homepage | Opens the Fixed Assets CS homepage , which provides links to frequently used functions and information about the application's status.The button will have a red exclamation point when a new alert is available. If you view the alert for at least 15 seconds, the exclamation point will disappear. |