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Title: Finding and opening clients and contacts  
Author: Suchi Govindarajan Dec 19, 2017
Last Changed by: MartinW Oct 28, 2020
Tiny Link: (useful for email)
Export As: Word · PDF  
Incoming Links
PS Help: Practice Manager (45)
    Page: Deleting draft bills
    Page: Editing and unlocking draft bills
    Page: Working with clients and contacts
    Page: Deleting a current standing order
    Page: Selecting a Word template
    Page: Address precedence
    Page: Accessing the debtors adjustment
    Page: Viewing all clients and contacts in a family group
    Page: Viewing WIP summaries by assignment (AE) or client
    Page: Changing contacts to suppliers
    Page: Creating and removing billing groups/grouping clients for billing
    Page: Selecting the mail merge method for a word document
    Page: Creating a mail merge for a Microsoft Word document
    Page: Editing and deleting email templates
    Page: Viewing bills ready to print
    Page: Amending an existing assignment
    Page: Finding and opening assignments
    Page: Creating clients and contacts
    Page: Closing a client
    Page: Creating a standing order/recurring bills
    Page: Prebilling reports and detailed WIP reports for clients
    Page: Viewing draft bills for a client
    Page: Accessing the debtors receipt
    Page: Deleting a client
    Page: Mail merge
    Page: Viewing standing orders and draft bills
    Page: Document options
    Page: Opening the Add Assignment Wizard
    Page: Viewing partners’ billing history
    Page: Changing contacts into clients
    Page: Accessing the debtors ledger
    Page: Changing clients into contacts
    Page: Linking and unlinking to an AO Classic client
    Page: Viewing existing bills for clients
    Page: Editing standing orders
    Page: Deleting a contact
    Page: Adding jobs to assignments—other* modes
    Page: Contact precedence
    Page: Clients and contacts
    Page: Viewing your practice’s full billing history
    Page: Editing names and client codes
    Page: Viewing draft bills for the practice
    Page: Add Assignment Wizard—assignment and schedules mode
    Page: Adding schedules to assignments—other* modes
    Page: Changing contacts’ names
Practice Solutions: Support Notes (1)
    Page: Keeping the Contact/Client search view open
Parent Page
    Page: Working with clients and contacts
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Outgoing Links
PS Help: Practice Manager (6)     Page: Finding and opening clients and contacts
    Page: Using the Client page
    Page: Customising a display table
    Page: Organising your data
    Page: Using the Contact page
    Page: The Find page and Find window