Editing Clients

Client Tasks Edit

To edit an existing client,

•	Select Client (Filer, Entity) Management from the Module menu.

•	Locate the client to be edited.

•	Select Edit from the Client Task Bar or context menu.

The Edit Filer dialog will be displayed and ready for editing.

Click OK to save your changes.

Notes

•	If a master password has been set, you will be prompted to enter it.

•	Since the Client ID is a primary key, you cannot change its value from the Edit Filer dialog.

•	There is a procedure posted on the Tips Knowledge Base that explains how to change a Client ID, if necessary.

•	When using the context menu, you must right-click directly on the client to be edited.

•	Shortcut Key = CTRL+E