Change Client

Choosing a Different Client in the Planner

1. On the Select a Plan to Open dialog (accessed from File menu > Open Client File), click Change Client.

2. On the Select a Client dialog, in the Name field, type the name of the client. You can enter any part of the client’s name. For example, you can enter John Quincy Adams, John Q, Quincy, Adams, or any part of the name, like Quinc. (To see a list of all your clients, clear the Name field and click Search. All the clients to whom you have Editor or Owner permission are displayed.)

3. Click Search.

4. Select the client from the list, and then click OK. The list box shows a maximum of 100 clients. If you do not see the client you want to select, you must specify the client name to search for. Repeat the steps above and enter more characters of the client’s name in the Name field.