When you enter assets or liabilities, MasterPlan assigns those new items to the client that is the currently selected client.
The currently selected clients’ Household Name appears in the MasterPlan Title Bar (at the top of the MasterPlan window).
Before entering any data, glance at the Title Bar or at the bottom line on the window (the Status Bar) to make sure that you see the name of the client you want to work with.
To enter data for the new client that you just entered (the Ziegfield Family):
Click on Client | View all Clients, or
Press Ctrl+A, or
Press Alt+E+V (the E is the underlined letter in the word Client, and the V is the underlined letter in the word View), or
Click Clients in the Main Toolbar
Start typing the last name of the clients’ household name or use the scroll bar to reach the desired client.
Click on Select and Close or press Alt+S. The newly selected clients’ information will appear in the Title Bar and the Status Bar.
