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Manage clients

My Clients screen in e-Form RS

On the My Clients screen you can:
  • Manage and customize your Client List and Forms.
  • Update your existing client database including adding, editing and deleting client profiles.
  • Assign preparers to client profiles and add client notes.
  • Customize Client List display using the Column Chooser feature.
  • Manage forms for clients using Add Forms to Clients, Client Form List and Display Client's Forms options.
  • Manage custom forms using Client Custom Forms option.
  • Sort and filter client data to print and export the required information.

Access My Clients screen

  1. Select
    My Clients
     on the
    Clients
     menu. You'll find a list of existing clients added to your account.
  2. You'll find options such as:
    • Add New Client: You can add new clients to your account using Add New Client.
    • Add Forms to Client: Use Add Forms to Client to assign Forms to a client.
    • Edit Client: Use the Edit Client option to modify an existing client profile.
    • Delete Client: Use Delete Client to delete client profiles you no longer need.
    • Display Client's Forms: Use the Display Client's Forms option to view any form saved to a client.
    • Client Form List: Use Client Form List to view lists of previously saved client forms, print multiple forms without displaying them and copy forms from one client to another.
    • Client Custom Forms: Use Client Custom Form to select a custom template to add to a client, much like adding a blank form to the client which can be edited later.
    • Column Chooser: Use the Column Chooser to customize the columns of information that you want to view in the Clients list.
    • Display Notes: Use Display Notes to view previously added notes in the client profiles.
    • Save List Format: Use Save List Format to retain the any changes previously made to the Client List display format.

This article applies to:

  • Product: e-Form RS
  • Subject: setup

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