Client

Use this function to create and update client(s) information for the corresponding vendor in the application.

1. In the MSP window, click Admin.
2. Click Client.
1. From the Select Actions drop-down list, choose Add Client.
The Add Client dialog box displays.
2. Enter the applicable information in the provided fields.
3. When all selections/entries are made, click Sign Up.
  Not all functions include an option to edit record line items shown in the main window.
1. Navigate to the window containing the record to edit.
2. Click the line containing the record. The applicable window or dialog box displays.
3. Make the necessary modifications.
4. Click Save or Add, as applicable.
  Deleting is a permanent action and cannot be undone. Deleting may affect other functionality and information in the application such as data in configured reports, fields in windows, selectable options, etc. Therefore, be sure to understand the potential effects before making a deletion.
1. Click the line that contains the item to delete.
2. From the Select Actions drop-down list, choose Delete. If a confirmation message is displayed, take the appropriate action (for example, click OK or Continue).

Use this function to import a list of clients to the application.

1. In the main window, click Admin > Client.
2. From the Select Actions drop-down list, choose Import Client.
3. In the Attach Data dialog box, Browse for the file that contains the client data to import.
4. Click Upload.

 

Other Functions and Page Elements

Records per Page
Auto Refresh