Revised:  11/27/2013

Client Master List

Go to Lists>>Client  Listing

Rep Payee Lists

This program will generate a list of consumers/clients, within the selection parameters, that have been entered into the Client Master.

Function Bar

At the top of the view are the following functions:

• Preview

• Print

• Print with Setup

• Email

• Export

• Clear Selections

Selections

Pay Group

Select a Pay Group for the listing to restrain the generated list to only include those clients who have the selected pay group assigned in the Client Master.

The Pay Group may be left blank to generate a listing of clients/consumers that include all pay groups.

Description

If a pay group is selected, it's Description will be displayed.

Options

Status

Select one of the following options for the list:

• Active

• Inactive

• All

Sort Information

Select one of the following sort options for the generated list:

• Client Name

• Client Number

• House Number

Select one of the following options for the list by placing the selecting "dot" in one of circles:

• Summary

• Detail

• Simple

Sample list