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Client Management

Create client templates

Save time with client templates for clients with similarities.
  1. Select
    Setup
    , then
    Clients
    .
  2. Select
    Add
    , then enter information for the template.
    note
    Avoid entering client-specific information like names, addresses, or phone numbers because anything entered copies to new clients when you use this template.
  3. Enter a
    Left
     date and change the
    Status
     to
    Inactive
     so the template isn't added to any reports or screens.
  4. Select
    Enter
     to save the template.
To add a client using a template:
  1. Select
    Setup
    , then
    Clients
    .
  2. Right-click the template you want to use and select
    Copy Client
    .
  3. Enter your client-specific information.
  4. Remove the
    Left
     date and change the
    Status
     to
    Active
    .
  5. Select
    Enter
     to save the client.

This article applies to:

  • Product: Practice CS

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