Open a client
You can open any of the last 9 clients you accessed from the Recent Activity section on the homepage.
- SelectFile, thenOpen Client, or select theOpen Client
on the toolbar.noteThe last client you accessed is shown on theFilemenu and up to 8 other recently processed clients are listed under More Recently Used. - If your firm has multiple data locations, verify that theData locationis correct.
- In theOpen Clientwindow, highlight the client.noteTo find a client, enter the 1st few characters of the client's ID in the search field, or select theNamecolumn heading and enter the 1st few characters of the client's name.
- SelectOpen.note
- You may need to enter the client's password.
- Fixed Assets CS may open theWarning - Status Systemwindow if you've set it up and there's a warning for this client.
TheAsset Listwindow opens, with the assets for the client you opened displayed. - Select a column heading to sort the client listing byClient ID,Name,Entity, orClient Status.
- Use theFocusgroup box to limit the list of clients by entity type or status event.
