A number of client tools are available
after a client has been selected for a sale or for any client before a
sale client is selected from the Client Services pull down menu.
If a client has been selected for the
sale and the name is shown in the client area each of the tools will
immediately display the requested information for that client.
If a client has not been selected the tool will request a client be
selected by displaying the client search dialog.
If the larger screen display has been
selected the system will display the Client Center on the right side of the
screen which is a quicker way of accessing the client tool kit. See more on client tools.
