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Load Client shows a client's details as they were when entered into the system or last edited. The displayed client information is in "editable" form and changes may be made to the details, including changing the client's last name. (Name change due to marriage etc.) Many actions can be performed from the Load Client utility.

To load a client's file details to the screen for viewing or editing, select Client
from the Main Menu. From the client drop down menu, select Load Client. Alternatively, use the Ctrl+C key combination from the Main Menu. The Client Search List is displayed.

Select the client you wish to load for viewing or editing from the search list. The
Edit Client dialogue containing the client's details is displayed to the screen. If you wish to edit any of the client detail fields, select the field you wish to edit and make the changes you require. Clicking Ok saves any changes you have made. Clicking Cancel or pressing Esc exits the screen and returns to the Main Menu without saving any changes.

The Edit Client
dialogue also contains a Delete Client control. Selecting the Delete Client control will remove the client and their vehicles from the system. Previous invoices for the client remain on the system and may be viewed by invoice number only. A client cannot be deleted if they have an outstanding balance.

Note:
With the enormous storage capacity and speed of computers these days, there is no significant gain from deleting data. We strongly recommend that you do not delete any data pertaining to clients or vehicles. Experience shows "you just never know when you need it". 

New Client
Load Client
Print Clients
Write Letter
Print Letters
Print Envelopes
Print Statement