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Navigation: Reference by Menu Options > Edit Menu > Edit Client Information > Client List Window |
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Quick Summary: Allows you to work with client data such as name, address, etc. How to Get There: Edit/Edit Client Information
The client information in this window will be used when preparing invoices. You may edit any line in the window by double clicking on that line. Here's a description of each button: Close This option closes the window. Add Choose this to displays the Client Data window and add a client to the list. Edit When you select this option, Time Logger displays the Client Data window and allows you to edit the existing client information. Delete Click this to delete the selected client. Import With this option you can import client data from other applications. The data must be in a delimited text file, and the following fields must be present in order: Client Name, Terms, Category, Contact, Address Line 1, Address Line 2, City, State Zip, Comment The delimiters must match those set in Tools/User Options/Other. Export With this option you can export client data to other applications. The data will be exported to a delimited text file, with the following fields on each line: Client Name, Terms, Category, Contact, Address Line 1, Address Line 2, City, State Zip, Comment The delimiters set in Tools/User Options/Other will be used. Choose this option to print the list of clients. |
