The Client ID field represents the Client ID. Maximum of 12 characters (including optional decimal point). The characters used in the Client ID as well as the minimum and maximum client numbers depend on the Key Type and Decimal Places defined in Tabs3 Customization. The label used for this field can be changed in Customization.

Note: This field behaves differently depending on the Key Type being used. When adding a client, if you are using a Mixed or Alpha Key Type, enter a period at the end of the new Client ID to indicate you are adding a new client. Otherwise, Tabs3 will retrieve an existing client with the closest matching Client ID.

The button can be used to open the Client Lookup window that allows you to view a list of clients and select a client record by double-clicking it. (Note: The last Client ID or name entered in this field will be used as the starting point for the list.)

The and buttons on the toolbar (or the F3 and F4 keys) can be used to back up or advance to a different client record one at a time.

The button on the toolbar can be used to automatically assign the next available Client ID or matter number when adding a new client.

Note: New matters inherit information from the last active matter when using a Numeric or Mixed Key Type. New matter numbers can only be assigned when using a Numeric or Mixed Key Type. They cannot be assigned when using an Alpha Key Type.

  To assign the next available Client ID

1.      Click on the toolbar when the Client ID in the Client field is highlighted.

  To assign the next available matter number

1.      Type an existing Client ID in the Client field. Do not press the Tab key.
         --or--
  Click on the current Client ID displayed so that it is not highlighted.

2.      Click on the toolbar while the cursor is still in the Client field.

See also:   Client ID Format
  Limits

Note: The "Client" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the label "Client" is used in all documentation.