Client documents on the Document Manager

Clients

Document Name Description
Client Detail Provides a detailed listing of all client information for each client in client name, number, partner, manager, client group, type (e.g., active, inactive, prospect), or year end order.
Client Summaries Provides a summary listing of client information for each client in client name, number, partner, manager, client group, type, or year end order.
Client Monitor Provides a summary listing of client information, ordered by client name, number, partner, manager, client group, type, or year end. Use this document to:
  • View or modify client information quickly;
  • Change the client number.
Client WIP Limit Displays a list of clients whose WIP is over the limit set for them in the Client list. This is ordered by name or by client number.
Client Electronic Lists Provides an electronic list of all clients in client name, number, partner, manager, client group, type, or year end order.
Client contacts - detail Provides a detailed listing of all client contact information in contact number order.
Client contacts - summary Provides a summary listing of all client contact information in client number order.

Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.

Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.

If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.

When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:

  1. Your Client Number.
  2. The product version number, found by clicking the Help menu and selecting About.
  3. The type of computer hardware you are using.
  4. The software version number of MS-Windows.
  5. The exact wording of any messages that appear on your screen.
  6. A description of what happened and what you were doing when the problem occurred.
  7. A description of how you tried to solve the problem.

CaseWare Support

NORTH AMERICA

Email: support@caseware.com

Phone: 416-867-9504

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