For each client record that you have in the client master file you have various sort fields like Partner, Manager, Category and Classification which can be connected to each record for the purpose of filtering the data. Example if you wish to produce a list of one particular partners clients it's a simple matter to set up a filter. The same would apply to a Category, Branch or some kind of classification. It's a good idea to set up these subsidiary fields before you start. If you're not sure of the codes that you would require for a category or a classification then we suggest that you use an * asterisk with a blank description as these fields are mandatory. You can always change this later.
This is what the Partner screen (see below) looks like it's important to enter all the detail in regard to partners as these items will be used for letter writing and tax return filing. Displayed below are the other screens in this section.
This is where you would set up the managers.
Another sort field that can be used is the business category.
