The Clients Center is a list of all contacts (customers, vendors, etc) that is used by all modules within the AccuBuild program. It is also used to search and view historical transactions for each client.
When the Clients Center is opened, the system will display the 'Most Recent' records by default but may be changed to display 'ALL Records' as needed. The most recent activity for the client list will include clients added to the list within the last 90 days as well as vendors or customers with activity (payments or invoices) dated within the last 90 days.
•Best Practices: By limiting the number of clients that are displayed on the screen, all of the functions of the Client Screen work much faster by reducing the time it takes to refresh all of the new detail grids when changes are made. For best performance, always leave the Most Recent option selected. If the client (customer / vendor etc.) you are looking for is not in the current list, use the Search Controls to locate the client. You can enter the client number or the client name to help with locating the client. When using the Search Controls, ALL clients (not just the most current records) are searched based on the Record Type (Client, Vendor or Customer).
NOTE: The Search function works for any part of the search field. For example, if you are trying to locate a client where part of the name contains the word AAA or A1, you can simply type in the partial name and the system will return any clients where the name contains the search text (AAA or A1)
All the Master Center Screens (ie. Employees, Jobs, Clients, etc) share the same look and basic functionality.
Using the grid: All columns in the grids can be grouped, filtered, sorted and arranged.
•Group the data by dragging one or more columns into the gray area at the top of the grid
•Filter the data within a column by clicking on the down-arrow on the column. Values found in the column will be displayed; click on the value to display the record. Choose the Custom option at the top of the displayed list to enter your own filter criteria.
•Select which columns are visible by clicking on the icon on the left side of the first column on the grid.
•Click on the column header to change the sort order.
•The grouping, visibility and display of the columns will be saved on a user by user basis so each user can customize their own view.
oFilter selections will be reset to default when the screen is closed.
•Master Grid Pop Up Menu - right click on the Master Grid to display the pop up menu
oUse Ellipsis on Cell Overflow - any cell which has too much text to fit in the field will be indicated with ellipsis (...) at the end of the text.
oAdjust Cell Height on Overflow - the cell height will be adjusted to accommodate all of the text in the field
oRestore Grid Defaults - reset the user's custom grid settings on the Master Grid to the default settings
oRestore ALL Grid Defaults - reset the user's custom grid settings on the Master Grid AND non master grids to the default settings. Non master grids cannot be individually reset to the default configuration.
Client Center Buttons
|
Add |
Select the Add option to create a new vendor, customer or other client record
|
|
Edit |
Select the Edit option to change the client information contained on any tab.
|
|
Delete |
Client records may not be deleted.
|
|
Refresh |
Select the Refresh option to update the job list with any new clients or client changes from other users in the system.
oStatus Bar at the bottom of the right side screen is used to identify the company and user information for the screen, as well as track screen refresh time.
|
|
Help |
Select the Help option to access the online system documentation.
|
|
Save |
Select the Save option to record your new master record or to save your changes to an existing record.
|
|
Cancel |
Select Cancel to ignore your record changes.
|
|
Close |
Select Close or the 'X' located at the top right of the screen to close the screen.
|
|
Search |
Use the Record Type option at the top of the screen to display master records in the grid for Vendor , Customers or All record types.
The 'Most Recent' records will be displayed by default for the selected Record Type. The most recent activity for the client list will include clients added to the list within the last 90 days as well as vendors or customers with activity (payments or invoices) dated within the last 90 days. You may choose 'ALL Records' to display the full list for the selected record type but this may slow down the screen performance if your client database has an extremely large number of records.
▪Technical Note: The Clients.DateTime5 field will track when new clients are added to the system so that they can be included in the most recent filtering process.
Show Inactive Checkbox Filter: When this control is checked, it allows you to display Inactive Clients when necessary. When this control is NOT checked, then only active clients are displayed.
•Note: If you would like to display the inactive clients only, you can do this by enabling the CLIENTTYPE field on left side client list grid and then setting the filter (custom filter option) for CLIENTTYPE >= 100:
The Search function works for any part of the search field. Enter characters in the Search Option field and click the Lookup Button to search and display ALL records (not just the most recent) for the selected Record Type (Vendor, Customer, or Clients) where the search value is found in any of the following fields: ▪Client Number ▪Client Name
Use the 'Red X' cancel button next to the Lookup Button to display all records for the selected Record Type. |
Client Center Data Tabs
Please refer to the documentation for each data tab for a complete description of all fields.
|
Address Tab |
|
Account Tab |
|
ACH Tab |
|
Profiles Tab |
|
Liens Tab |
|
Vendor Tab |
|
Customer Tab |
|
Relations Tab |
|
Documents Tab |
|
UDFs Tab |
