Chapter 4. Client database
Companies in HandiRegister 2015 must exist in both the Client database and the Company database.
All HandiSoft programs share the Client database. The Client database contains general client information (such as name, address, and telephone number), while the Companies database stores information specific to HandiRegister 2015.
The following features are offered within the Client database:
Tagging of clients – This allows procedures to be performed on a group of clients. For example, printing of mailing labels.
Note: In order to prepare an ASIC form for a group of companies, you must firstly tag those companies in the Companies database (not in the Clients database).
From the Client database, you are able to attach Notes to each client. For example, you may wish to record the date on which you received financial information from a client. The information that may be included in a client note is unlimited.
Opening the Client database
1. From the Company menu, click Client Database. The “Clients” window will open, displaying a summary list of all clients.
Figure 16: The “Clients” window
2. To access detailed client information, highlight a client record and click View.
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Chapter 4. Client database HandiRegister 2015
Finding and ordering clients
You can go directly to a client in the "Clients" window by clicking the Find button. This will open the "Find/Order" window. You can also use the window to change the order in which the clients are listed in the "Clients" window.
Figure 17: The "Find/Order" window
To find a client
1. On the "Clients" window, click the Find button to open the "Find/Order" window.
2. On the upper part of the window, select the client area on which you want to search. You can use your up and down arrow keys to move through the selection.
3. In the
Find field, type in the search text. You can type in only the initial characters and
HandiRegister 2015 will highlight the first client matching the search text.
4. Click OK to when you have completed the search.
To order the clients
1. On the "Clients" window, click the
Find button to open the "Find/Order" window.
2. On the upper part of the window, select the client area on which you want the clients ordered in the "Clients" window. You can use your up and down arrow keys to move through the selection.
3. Click OK to close the "Find/Order" window.
Listing selected clients
When you enter or edit clients in the “Clients Detail” window, you can allocate them to a specific partner, manager and office. You can also indicate whether the client is current or not.
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When you list the clients in the "Clients" window, you can use the Client Type field to display only those clients who are current or those who are not. You can use the ID Type and ID
Member fields to display only those clients that have been allocated to a specific partner, manager or office.
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