Query
How do we enter our client codes for the companies we manage in CAS 360?
Instructions
A client code is a unique number that some users decide to use to identify and sort their client companies.
| From the Main Toolbar, go to Company. | |
| Select the Company from the list. | |
| Select Company Info |
Click
Select Client Data
| Client Number | Enter the client code into the Client Number field |
Click




