Client options. HandiSoft HandiTrust 2015

Chapter 2. The non-critical settings

Once you have installed HandiTrust 2015 and have completed the critical settings, we recommend you configure HandiTrust 2015 for all non-critical settings. You can alter these non-critical settings at any time.

Client options

On the "Clients Options" window, you can define the following:

 Order of the Client database

 Display of names in the Client database and in client reports.

 Client reference code fifth character.

 Information in the last four columns on the main window.

 Display of the client phone and email details on the main window.

Opening the "Clients Options" window

To open the "Clients Options" window:

 From the

Options menu, click Clients.

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Figure 2: The “Clients Options” window

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