Setup (General)

Setting up clients

Adding a client

You can add an entirely new client, or create a copy of an existing client that you can then modify.

Adding a new client

Follow these steps to add a new client.
  1. Open the
    Clients
     setup screen (Setup > Clients).
  2. Select the
    Add
     button.
  3. Complete the information on each of the following tabs.
    • Main
    • Contact Info
    • Engagements
    • Projects
    • Billing and A/R
    • Links
    • Custom Fields
    • Notes
  4. Select the
    Enter
     button to save the client.

Creating a copy of an existing client

To create a copy of an existing client’s record, follow these steps.
  1. In the list of clients, right-click the client whose record you want to copy and choose
    Copy Client
     from the context menu.
  2. Enter an ID for the new client in the
    ID
     field. The ID cannot match the one assigned to the original client.
  3. Modify the information in the various tabs as needed.
  4. When you are finished, select
    Enter
     to save the client.

Copying selected client information

When adding or modifying a client, you can copy all of the information on selected tabs from other clients. This can save you time when setting up client billing, A/R, or other information. To copy tab information from one client to another, follow these steps.
  1. In the list of clients, right-click the client whose information you want to copy and choose one of the following commands from the context menu, depending on the tab information you want to copy:
    • Copy Main Values To...
    • Copy Billing and A/R Values To...
    • Copy Links To...
    • Copy Custom Field Values To...
  2. In the
    Copy <Item> To
     dialog, use the drop-down list in the
    Copy To
     field to select the client to whom you want to copy the information.
  3. Mark the
    I understand this will replace any existing data
     checkbox and select the
    Copy Now
     button.
    All of the information from the source tab is copied to the destination tab, overwriting any existing information.
  4. Select
    Enter
     to save changes to the client.

Deleting a client

note
If the client has time, expenses, or A/R entries, or other historical data in the application, you will not be allowed to delete the client.
  1. In the Clients list, select the client you want to delete.
  2. Select the
    Delete
     button.
  3. At the prompt, select
    Yes
    .

This article applies to:

  • Product: DT Practice