Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
If necessary, you may rename a client's ID.
Choose File > Rename, highlight the client, and then click the Rename button. When the Rename dialog opens, verify the existing client ID and enter a unique new ID for the selected client.
A password-protected client will not appear in the Rename Client dialog unless it is currently open.
See also: New Client [File menu] or Client Properties [File menu]
Fields & buttons
Allows you to search for a particular client. Click either the Client ID or the Client Name column-heading button to indicate which column you want to search, and then enter the first few characters of the client's ID or name. CSA will automatically highlight the first match in the client list.
All clients from your CSAData folder are listed here (except any password-protected client that is not already open). Highlight the client to rename and then click the Rename button.
- To sort the client list, click the Client ID or Client Name button.
- To search for a particular client by client ID or name, click either the Client ID button or the Client Name button to indicate which column you want to search. Then, in the Search box above this pane, enter the first few characters of the client's ID or name. The first match in the client list is automatically highlighted.
Opens the Rename dialog for the selected client.