The application uses pages and sections to organize your client information for fast and easy access. Each client has its own page for basic client and contact information; this information is contained in sections, which are blocks of related fields.

Each client's historical statement and projected statement are also their own pages. Additionally, the application uses flyout panes for locating and jumping to client data.

Understanding Pages

A page can be a group of related sections (as is the case with the client page), a spreadsheet (as is the case with the historical statement and projection pages), or a loose collection of miscellaneous information (as is the case with the home page). In all cases, a page is what you see within the application window (the application window is the "desktop" in which you view data and perform tasks).

The application contains four pages:

• Home page: Your start page. You reach the home page by clicking the Home menu option at the top of the application window.

• Client page: The page containing basic client and contact information. You reach the client page by choosing the View Client Basic Information jump option when accessing a client record from the Search flyout or Recent flyout.

• Historical statement page: The page containing the client's historical statement. You can access this page in two modes: Edit Historical Statement (you can modify the statement data in this mode) and View Historical Statement (the data is read-only in this mode). You can reach the historical statement page in several ways, such as by choosing the Edit Statement jump option when accessing a client record from the Search flyout or Recent flyout.

• Projection page: The page containing the client's projected statement. You can reach the projection page in several ways, such as by choosing the Select Projections jump option when accessing a client record from the Search flyout or Recent flyout.

Understanding Sections

The client page consists of sections containing basic client and contact information.

When you open a section, you view the fields in that section in read-only mode. In other words, you can't edit the data you see directly from the section as you see it on the page. To edit the data in the section (add a new item, modify an existing item, or remove an existing item), click (the action menu button) in the upper-right corner of the section's title bar. The menu that pops up typically contains options for creating an item and performing actions that affect the whole section.

Note: If the data in a section field is too large to be displayed, you'll see a small scroll bar that allows you to see the rest of the field data that isn't immediately visible.