The Client List window displays the list of your company's clients and offers a series of push buttons. The following paragraphs describe each button. If the list is empty, some of the buttons will be gray or dim, indicating they are disabled.
LOCATIONS
Click this button to bring up the Location List window that shows the list of locations for the client you have highlighted. You can also double-click on a client to bring up the list of their locations.
EDIT
This option displays the Client Edit Window where you can change the information about a client that is common to all of the locations for that specific client. This information includes the owner name, FEIN, and full legal name.
ADD
You can add another client to your system by choosing this option. The system will prompt you for the new clients FEIN. It will not let you proceed until you enter a valid FEIN. See Client Edit Window for more information about adding a client.