Client form with the Navigation Menu
Navigation
Menu: Clicking on this Navigation menu will open a list of 8 different
navigation icons. These include the following:
New: Opens a blank Client screen for adding a new client record.
Save: Saves the current client information. On a new client you must save before going into certain other forms. If you cannot get to another part of the system because the option is inactive, try saving your record. Otherwise, the accessing of any sub-form (like Notes) will automatically save the Client record.
Delete: Deletes a selected client. The system will prompt and ask for confirmation that the delete action is to be continued. High security will be required to activate this option. If there is any billing or payroll history on this client, then a message will appear stating this, and the record will not be available for deletion.
First: Retrieves the first client in the Client search list.
Previous: Retrieves the previous client in the Client search list.
Next: Retrieves the next client in the Client search list.
Last: Retrieves the last client in the Client search list.
Close: Closes the Client window and saves any changes made to the Client’s information.