Customizing the client list

Select Client list settings... from the Preferences menu or click that icon on the client list toolbar.

The items that will appear on the client list may be selected by ticking the appropriate boxes.

You may customize the client list by choosing the items that you want without even having to access a client's file. Some of the most popular choices for customization are the social insurance number, home and work telephone numbers, and processing status.

Language is equally important if you have clients from both English and French linguistic groups, whereas birthdates enable you to conveniently "remember" a client's birthday.

Of course, if numerous choices are selected, you may have to scroll to the right of the screen to view some of them.

The order and width of each field in the list are adjustable. Click the line between two field names to make it wider or narrower. Drag a field title to another position to change its location.