Configuring Client Access Web for a client

Menu 1.7, Menu 10.6.60

Use command /CAW in the Cli Name field as a shortcut to access the Client Access Web Client Setup menu from the Client Update screen.

For detailed setup information regarding Client Access Web, see the Client Access Web Setup Guide .

To configure Client Access Web for a client:

1. From the Master menu, navigate to Data Entry > Client Update (menu 1.7).

   You can also access this routine from menu Management Strategy > Client > Client Update (10.6.60).

2. At the Enter Client # prompt, type a client number, and press Enter.

   For a list of the commands available in this field, see Using client # prompt options.

3. In the Cli Name field, type /CAW, and press Enter.

   In the Cli Name field, if you forget to type / before CAW, a warning message displays asking you to confirm that you want to change the client's name.

   For a list of the commands available in this field, see Using client name field options.

   The Client Access Web Client Setup screen displays. For detailed information and step-by-step instructions, see the Client Access Web Setup Guide .