Toolbar of Client Info Center

Use the toolbar options to work with client records.

Contents

Field Description
Save Click this option to save your entries on the Info Center form.
New After you click this option, select one of the following:
  • Select New Client to open a blank client record. Use the blank record to create a new client record.
  • Select Copy Current Client to copy the current client record to a new record. You can then edit the copied record to create a new client record.
  • Select Select Client to Copy to open the client lookup and select a client record to copy. You can then edit the copied record to create a new client record.
Delete Click this option to delete an Info Center record.
Print After you click this option, select one of the following:
  • Select Print Current Client to print the current client record.
  • Select Print Active Group to print all client records currently active in the Client Info Center.
  • Select Select Client to Print to select the client records that you want to print.

If your firm uses the Deltek First Vision Essentials cloud version of Vision, the Print option is not available. You can preview reports onscreen and then print the reports from the Preview window.

Merge After you click this option, select one of the following:
  • Select Merge Current Client to merge data from the current client record.
  • Select Merge Active Group to merge data from all client records currently active in the Client Info Center.
  • Select Select Client to Merge to open the Client lookup and select the records that you want to include in the merge.
Detail View/List View Either the Detail View or the List View option (but not both) displays on the toolbar.
  • List View — This option displays when you have the Detail View of the Info Center form open. Click this option to change to the List View and display the information in a grid format on the form. The fields for each record are displayed in columns in a grid rather than on separate tabs. In the grid, you can display one or more Info Center records at a time. You can add, remove, or change the order of the columns in the grid by clicking the Select Fields option on the grid toolbar.
  • Detail View — This option displays when you have the List View of the Info Center form open. Click this option to change to the Detail View and display the information on tabs on the form. This is the default view that displays when you open this Info Center. Detail View is the view that is described in help topics.

The Info Center records that you select on the Standard Lookup or the Advanced Lookup in the Search field on the Info Center form display in the List View and Detail View.

Help Click this option to display the online help.