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When entered in the file of a client, the keyword Restrict prevents unauthorized users from accessing that client's file. More specifically, the file can then only be accessed by the person whose user ID matches the Accountant code for that particular client.

In the client list, there may be a [R] next to this client's name, depending on the customization options selected for the list.

To remove the restriction, the designated user (whose user ID matches the Accountant code) must edit that client by deleting the Restrict keyword.

Note that this can only work properly if the DT Max password feature is enabled. If password control is not active, any user aware of the appropriate user ID will be able to log on and access the restricted client file.

August 15, 2005