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.
Save
New
Delete
Print
Merge
Detail View/List View
Help