Chapter 4. Client database HandiRegister 2015
Figure 18: The “Client’s Detail” window
3. Complete the “Clients Detail” window, click Save and then click Close.
For information on the fields in the "Clients Detail" window, press F1 when you have the window open.
Note:
If you intend to use the newly created client in HandiRegister 2015, you must also add the client to the Companies database (see Chapter 3, "Creating new companies").
Copy details from another client
If you are adding a client that has the same address, phone number and email information as an existing client, you can use the Copy details button to speed up your data input.
1. On the “Clients Detail” window, complete the
Details fields.
2. Click Copy details and then, on the “Attention” window, click OK.
3. On the “Client selection” window, highlight the client from which the details are to be copied.
4. Click Select.
On the “Clients Detail” window, the Addresses, Phone Numbers and Email Addresses fields will be automatically completed.
Deleting a client
When removing clients from any HandiSoft product, you must consider the impact on all
HandiSoft products. Failure to correctly delete clients is likely to cause future problems in
HandiSoft products.
You should remove client data from all HandiSoft products before you delete the client.
Tip: The HandiSoft Practice Manager program provides a safe and convenient way of deleting client records.
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