Shareholder Information toolbar

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The Shareholder Information window includes a special toolbar that you can use when you enter shareholder information.

Shareholder Information toolbar

Button Function
Add button Adds a new record in the Shareholder tab to enter new shareholder information. Shareholders created with this command are added to the bottom of the list in the Shareholder spreadsheet.
Shortcut: CTRL+A
Insert button Adds a new record in the Shareholder tab to enter new shareholder information. Shareholders created with this command are inserted above the current shareholder in the Shareholder spreadsheet.
Shortcut: CTRL+I
Delete button Deletes the current shareholder highlighted in the Shareholder spreadsheet.
Shortcut: CTRL+D
Cut button Cuts the selected shareholder information.
Shortcut: CTRL+X
Copy button Copies the selected shareholder information. Use this button to copy a shareholder's information from one cell to another.
Shortcut: CTRL+C
Paste button Pastes the selected shareholder information.
Shortcut: CTRL+V
Find button Opens the Find dialog, which you use to search for a specific shareholder in the Shareholder spreadsheet.
Shortcut: CTRL+F
Field Note button Opens the Field Note / Tick dialog in which you can enter a note pertaining to the shareholder currently highlighted in the Shareholder spreadsheet. Attached notes are indicated by a musical note next to the shareholder's name.
Print shareholder reports button Opens the Print Reports dialog in which you can print shareholder reports.
Shortcut: CTRL+P
Sorts button Opens the Sort Shareholder dialog to sort the shareholders listed in the Shareholder spreadsheet by the shareholders last names or by the selected column in either ascending or descending order.
Help button Opens the help. Click this button to open the topic for the current window in Shareholder Information.

Tip: To open the Shareholder Information window, click the Shareholder Information Shareholder Information button button with an 1120S client open.

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