<< Click to Display Table of Contents >> Navigation:  Administration > Server Administration > Clients, Matters and User Groups > Managing clients

Client folders can be used to keep track of multiple matters. Adding clients is one way to organize your matters for the clients for whom you host data or for the clients your organization represents.  Clients are displayed in alphabetical order and can easily be added or removed, as needed.

To Add a Client

1.From the Admin Console, click the Management tab.

2.Right-click on the Clients folder and select New client.

i.An empty folder appears.

3.Type a short name for the client in the field and press Enter.

i.The client information appears in the right-hand pane, where the Name field displays the name you just entered.

4.Select the new client. The client information expands and allows you to type a longer title or description for the client in the Description field and press Enter.

i.The client is now created.

To Delete a Client

1.From the Admin Console, click the Management tab.

2.Expand the Clients folder on the left..

3.Right-click on the client name that you need to delete, and select Delete client.

4.You are asked to confirm the deletion, click Yes.

The client is removed from the Clients folder and all associated matters are disassociated with the client. The matters are not removed, only the association between the matters and the client are removed. If you need to recreate the client, you will need to associate the matters with the client again.

To Associate a Matter With a Client

In version 1.07+, Matters can be associated with Clients using the drag and drop method or by selecting the desired matter(s) and adding them to the client.  

1.From the Admin Console, click the Management tab.

2.Expand Clients and select the desired client with which to associate a matter by either using the drag and drop method or selecting matters for association.

3.  After sorting the matters to find your desired matter, do one of the following:

•Select the Matter from the Available Matters column and select Add Matter.

•Select the Matter from the Available Matters column by clicking the left mouse button twice.

4.  The added matter will be removed from the Available Matters column and added to the Client Matters column.

To Associate a Matter With a Client Using Drag and Drop

1.Double-click on the Matters folder to display the list of matters.

2.Press and hold down the left mouse button on top of the matter you want to associate with a client.

3.Drag the mouse until it is on top of the client, then release the button to drop the database onto the matter.

The matter is now associated with the client.

To see the changes reflect on the menu tree select Refresh .   After adding all desired databases to the matters, select Synchronize now from the Management tool bar to update the changes in the matters and databases.

Removing Matters from a Client

To remove matters from the client.  The matters are not deleted, only the association between the matters and the client is removed.

Select the client to which you need to remove matters.

Do one of the following:

•In version 1.07+, select the Matter from the Client Matters column and select Remove Matter.

•In version 1.07+, select the Matter from the Client Matters column by clicking the left mouse button twice.

•Expand the client to review the associated matters then right click on the matter.  Select Remove matter from Client.

The selected matter will be removed from the Client Matters Column and added to the Available Matters column.

To see the changes reflect on the menu tree select Refresh .   After adding all desired databases to the matters, select Synchronize now from the Management tool bar to update the changes in the matters and databases.