Managing Lines of Business

You can set up a line of business to represent a kind of product or enterprise that your firm can associate with clients for grid column selection and reporting purposes.

For example, you may want to set up retail and wholesale lines of business in order to generate reports for these types of clients separately.

Note: This is a simple list that requires the entry of only a name-like unique identifier; no additional windows need to be set up.

To manage this list item, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
2. Click Client Lists > Lines of Business on the navigation panel.
3. Do one of the following:
• Add a record. Click the plus sign beside the Add cell in the grid, enter the new name or identifier, and press Enter.
• Edit a record. Double-click a record in the grid, enter a new value, and press Enter.
• Delete a record. Select an item in the grid and click Delete on the button bar, or right-click an item in the grid and select Delete from the menu.
• Sort records. Click a column header to sort a column in ascending or descending order, or right-click the cell in the grid and select a sort option from the menu.
• Print the grid. Click Print on the button bar, or right-click the grid and select Print from the menu to print the entire grid.

Note: You must be granted the functional right to add, edit, or delete Lists to perform these functions.