Chapter 4. Client database
The Client database records your client's personal details, and is used by all HandiSoft programs.
The Client database is viewed and maintained from the "Clients" window.
HandiTrust and the Client database
As you enter transactions into HandiTrust 2015, you use the following databases:
Client database;
Firm database;
Bank Account database;
Activities database;
Categories database;
These databases must be established before you begin entering transactions. Once you have entered transactions, you can return to these databases, update existing records and add new information. You can only delete records from these databases if (a) no transactions are recorded against the record and (b) your Ruling Body allows deletions.
Each HandiTrust 2015 transaction is recorded against a trust card. Before you create new firm and activity entries in HandiTrust 2015, you must understand how trust cards are used. For further information, see Chapter 3, "Trust Cards".
Opening the Client database
To open the Client database, do one of the following:
On the Access Panel, click Clients. The button will change to Hide Clients when the Client database is displayed.
Press F3.
From the Clients menu, click View.
Click the button.
The "Clients" window will then open.
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