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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".
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