Article ID: 9517

Specifying a Client

You can accept the information that appears in the Client field. To change your client, click the Switch Client link. When the Enter Client dialog box appears do one of the following:

• Select a client identifier from the Previous drop-down list.
• Enter a client identifier in the text box next to the New option.

If your firm requires a specific format for client identifiers, use the format displayed in the Enter Client dialog box. Click the More info link on the Enter Client dialog box for more information.

N - means 0-9 is required
X - means 0-9 and A-Z are acceptable
A - means A-Z is required
B - means a blank is required