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.
|•||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.|