Client ID windows

Windows used with client IDs: New client ID entry window, Client ID and Client IDs editor windows.

he New client ID entry window is opened by the Add command from the context menu in the IDs panel.

New client ID entry window

Form fields:

Selecting OK will add the ID to the IDs panel and close the entry window. Selecting Cancel will close the window without saving any changes.

Note

If the selected ID is assigned to another client, a confirmation prompt will be displayed:

Confirmation prompt

Selecting Yes will assign the ID to the current client and remove it from the previous client. Selecting No will close the confirmation prompt without saving changes.

The editor window is opened by the Edit command in the context menu when one or more client IDs are selected.

If one client ID is selected, the Client ID editor window will open.

Client ID editor window

The fields are the same as in the New client ID window.

The multiple client IDs editor window opens when multiple client IDs are selected for editing.

The title in the window header is Client IDs. It has a panel displaying a list of selected client IDs with the client they belong to in brackets to the right of each client ID.

Client IDs multiple editor window

When multiple client IDs are selected for editing, any changes that are made will be applied to all of the selected client IDs.

IDs panel in the Client window

The IDs panel contains a list of IDs that are assigned to the client.

IDs panel in the New client window

Data grid columns:

Note

The Issued on field is populated automatically when changes are saved. It is not editable and its value does not change when the ID is edited.

Context menu commands:

and the commands in the Additional functions submenu.

The New client ID window is used for adding client IDs. The Client ID and Client IDs windows are used for editing.

The permanent delete confirmation prompt is used when deleting client IDs.