Save As [File menu]

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

You can add a new client to the application by copying all of the attributes of an existing client (except the client ID).

After opening the existing client, choose Save As from the File menu, enter a unique ID for the new client, and then click the Save button.

A copy of the current client's file is created and saved under the specified new client ID in the CSAData folder on your hard disk, and then immediately opens that newly saved client file.

See also: New Client [File menu] or Client Properties [File menu]

Note: You can use the Save As function to create a "template client" to help speed the setup for each new client that you want to add.

Fields & buttons

Save current client as

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