Client Tasks Active Users
To display a list of users actively working on a specific client,
• | Select Client (Filer, Entity) Management from the Module menu. |
• | Locate the client of interest. |
All users actively working on the client will be displayed in a comma-separated list.
Notes
• | When using the , you must right-click directly on the client of interest. |
• | A No Activity! message is displayed if no users are actively working on the client. |
• | If you feel there is a discrepancy and need to verify the list of users, select Logged Users from the Module menu. This will display a list of all users actively working in Account Ability. The Verify button, displayed at the bottom of this list, can then be used to verify each user's session. |
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