Practice CS: Setting up client templates for adding clients of similar types

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When adding new clients, many items for clients of the same type are similar to each other. For example, Individual Taxpayer clients might have the same office, partner, entity, engagement(s), and project(s). By creating a template for each common type of client, the time required to add new clients can be significantly reduced.

Creating client templates

  1. Choose Setup > Clients.
  2. Click Add.
  3. Enter all the data you want to include in the template, such as office, partner, entity, contact categories, engagements, and default invoice and statement formats.

    Note: Everything you enter to the client template will be copied to the new clients you will add using the template, so do not enter anything client-specific such as names, addresses, phone numbers, etc.

  4. Enter a Left date and change the Status to Inactive so the client template will not appear on any reports or screens.
  5. Click Enter to save the client template.
  6. Repeat steps 2 through 6 for each client template you wish to add.

Using a client template to add a new client

  1. Choose Setup > Clients.
  2. Right-click the client template on which you want to base the new client and choose Copy Client. A new client will be created containing all the data entered in the client template.
  3. Enter all client-specific information for the new client.
  4. Remove the Left date and change the Status to Active.
  5. Click Enter to save the new client.

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