Chapter 2. The Client database
The Client database, which is shared by all HandiSoft programs, records details of your firm's clients. If a client changes their address, you need only to record that change in one HandiSoft program because all HandiSoft programs automatically update to reflect the change.
When you add a fund to SuperFund 2015, you create a record in the Entity database, which is also accessed by HandiLedger 2015. However, if you want to use data from SuperFund 2015 in
HandiTax 2015, there must also be a record in the Client database.
Opening the Client database
To open the Client database:
From the Tools menu, click Client Details. The "Clients" window will open.
Figure 11: The "Clients" window
The "Clients" window displays a summary view of the Client database, listing each client on a single line.
If the client has been tagged, the entry will be displayed in bold text.
Tip: You can use the Ref, Name and TFN columns to order your data. For example, if you want to list the clients in TFN order, click the TFN… heading.
To see more details on a specific client, highlight the client and then click View to open the
"Clients Detail" window.
Tip: For information on the fields in the "Clients" window, press F1 to display the online help.
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Chapter 2. The Client database SuperFund 2015
Listing selected clients
When you enter or edit clients in the “Clients Detail” window, you can allocate them to a specific
Partner, Manager, Staff member and Office. You can also indicate whether the client is current or not.
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, Staff member or Office.
For more information, please refer to the "Advanced Features 2015" manual.
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, which you can also use to change the order in which the clients are listed in the "Clients" window.
Figure 12: 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 the search text. As you type the initial characters, SuperFund 2015 will highlight the first client matching the search text.
4. Click OK to close the "Find/Order" window when you have completed the search.
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