Log status events for a client

Select File
, then Open Client
.

Select the client for which you want to log status events.

Select Utilities
, then Client Status
.

Select the events that you want to log.

note

The events you select will appear in the Event History list with the date and time at which it was logged and the person who logged each event.

Select Done
.

note

You can sort client lists in the

Open Client

and

Client Listing

windows using logged status events.

You can generate a Client Status History Report that will list the logged events for the selected clients.

You can use the Event History list to Edit
or Delete
an event.

You can set up status warnings for events by going to Setup
, System Configuration
, then using Discourage Access
on the Status tab
.

Solutions