How the Client Window is Organized

In this lesson, we are going to enter basic information for the Ziegfield family. We are going to skip the Dependents and Custom Tabs. Then in the next lesson when discussing the worksheet reports, we are going to come back to the Dependents Tab and enter the children.

The Client Window has five tabs:

• Clients

• Projection Assumptions

• Contact

• Dependents

• Custom

Click on Client in the Menu Bar. Click on New Client, or from the Main Menu press Alt+E+N.

We will create and display the Client Window.