<< Click to Display Table of Contents >> Navigation:  »No topics above this level« Client Manager

The Client Manager lists only those clients that are shareable with one or more reports.  The manager can be used to add new clients that have not yet been added to the system, or to update existing client information.  Any modifications to existing clients will appear in any reports that reference that particular client (a client can be linked/shared with multiple reports).  For a client that is not shareable, you will have to open the respective report and modify the client information there.

 

 

You can scroll through the list of shareable clients to find the one you are looking for.  You can filter what clients are shown by using the Filter.  The filter searches the columns shown in the grid (as well as the postal code) for partial matches.  You can also click in each column heading to sort the list (first click sorts ascending, second click sorts descending).

 

The [Cleanup...] button at the bottom can be used to delete unused clients or to make those clients which have been used in only one report to convert to be specific to the report where it is used, making those clients no longer shareable.

 

Client Options (all clients)

These options apply to all clients, not just the selected client.  If neither option is selected, clients will always be shared (linked) with other reports unless you manually unlink them by clicking on the unlink button next to the client entry in either the Inspection Details, or the Client Address/Notes tab.

 

•Prompt with link options when selecting a shared (linked) client
This prompt will allow you to selectively share (link) a client or not if you have not selected the "Never share (link) a client with other reports" option described below.

 

 

•Never share (link) a client with other reports (client will be specific to the report)
To make it easy to maintain client information should any of it change, like their email address or phone number, clients can be shared among multiple reports and you would then only have to update this information once.  However, depending on how you use the client information in reports, you might not want older reports to be updated with new client information.  By using this option, re-using a client will automatically duplicate the client in the database, appending a incrementing counter to the description to distinguish them apart.  When this option is set, the other option, "Prompt with link options when selecting a shared (linked) client" is not used.  To have the option to selectively choose which clients to share or duplicate, do not use this option and just rely on the prompt option.