File/Load is used to load an existing client.
Note: A client file must exist before it can be loaded. Use File/New to create a new client file.
Working with Filters
Lists of names can be filtered to match certain criteria. Proceed by selecting a group or an employer, or by entering part of the client's first name, last name, or Social Security number.
Pressing the up or down arrow key will change the selected client.
TRAK will filter the client lists based on the Filter data entered. Pressing the "OK" button (or the Enter key) will load the selected client(s) .
| Hints: | Clicking on the asterisks ( ) at the top-left of the grid will allow changing the visible columns. |
| Clicking on a column header will sort by the values in the column. Holding down the "Shift" key and clicking on a header will sub-sort on that column. |
