The client list is a list of all the clients appearing in a database. The list of T1 clients defaults to viewing clients by family unit ("Family" mode), whereas the list of T2 clients defaults to viewing clients by corporation. In either case, it is also possible to sort the client list by certain columns (ones marked by the symbol "-") by clicking the heading of the desired column. If the client list has been sorted by a particular column, the "-" symbol will be replaced by a small triangle.
You can always return to "Family" mode by clicking the icon You can also click the drop-down menu titled Filter list to view clients by groups, assembled by DT Max according to your filter setup. To customize your filters, select Filter the client list from the Tools menu.
You may customize the items that appear in the
client list by clicking the Customize client list icon
June 5, 2013 |
in the toolbar or by
selecting View > Family list from the menu.
or by selecting this same option from the Preferences menu.
Note that you may only customize the client list when it is active (title
bar highlighted).