Views define the columns and associated data that display in the Client Manager and Staff Manager grids. These grids display the existing records for the selected view that you have assigned rights to view. Column selection, sorting, and number of records per page preferences are retained on your machine for each view.
Displaying Staff and Client Views
Views are organized on the navigation panel. Do one of the following to display the Views section:
- In Staff Manager, click the Staff navigation bar.
- In Client Manager, click the Clients navigation bar.
Selecting Views
Views are organized under the My Views folder. Expand Views on the Client Manager and Staff Manager navigation panels to select from the following client and staff views:
- Client Manager
- All Clients. All clients you have assigned rights to view.
- Historical Clients. All soft deleted
Records deleted from the active system but included in historical references. clients you have assigned rights to view. You cannot open client profiles listed in this view; however, you can edit the client IDs, sub-IDs, and sort names. See Editing Historical Client IDs and Names for information. - Client Portals. The Portal Created column indicates whether a portal has been created for each client. This view is available only if Document and Portal are licensed for your firm.
- Most Recently Used. Clients you have last opened or added.
- My Clients. Clients to which you are assigned as client responsible staff Staff assigned to one or more job functions in relation to a client. Job functions are defined in global lists, and then responsible staff are assigned to those functions in the client profile.. This view does not display if you are not assigned as client responsible staff in any client profile.
- Staff Manager
- All Staff. All staff you have assigned rights to view.
- Most Recently Used. Staff you have last opened or added.
- Historical Staff. All soft deleted Records deleted from the active system but included in historical references. staff you have assigned rights to view. You cannot open staff profiles from this view; however, you can edit the user IDs, staff IDs, system email addresses, and report names. See Editing Information for Historical Staff for more information.
Displaying Other Views
Click the Shared Views Library navigation bar on the navigation panel to display views that load subsets of data in a grid. For example, you can select a view to display client or staff addresses.
Additional navigation bars are available on the Client Manager and Staff Manager navigation panels that contain views related to security, teams, roles, and other client and staff management tools. See Managing Staff Information and Managing Your Clients for more information.
Using Grid Components
Grids are used to list and access items, such as clients and staff. Grid data can be manipulated in various ways. Some of the behaviors for managing grid data, such as Print, Export, and Find, follow Microsoft® standards. Additional grid components exist on the ribbon, right-click menu, and in the grid itself.
See Working With Grids for information about grid ribbon options, column and sort options, grid search, grid print, and paging.