Client Browse

Client Browse
The Client Browse screen is a way of scrolling through all your client records in a spreadsheet style view. This screen allows you to select the “order” of the list, and then view them in the order you've chosen. The default order is Surname.

The Search button on the Client Browse Toolbar will search for a specific client record in the same way as the normal Client Search screen. You can also use the Open button to open the main client details screen for the currently selected client record.

Column Position and Manipulation
You can change the order of the columns in the browse by clicking and dragging the column header to a new position, you can also resize the columns by clicking and dragging the right margin of the column in the column header. These changes made can then be saved if required, simply by pressing the Save Settings button.

Auto Preview
The Client Browse screen also includes an Auto-Preview feature, where the right hand portion of the screen is used to list full details of the currently selected client in the browse list.

Further Help & Information

If you need any further assistance, please call PPS support on 0845 0680 777 and go through to option 2. Alternatively, you can e-mail us at support@rushcliff.com

If you do not have a support contract and require further information, please contact PPS Sales on 0845 0680 777 and go through to option 1.

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The PPS Support Forum

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Login to your account at https://www.rushcliff.com/support.php and take a look!

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