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.