Select Clients to Share Dialog

This dialog enables you to select one or more clients to share them with a central integrated list of clients. With Integration enabled (via the Integration menu to the bottom-left of the screen) and no clients open, it is accessed by clicking the Share Clients option from the Integration menu.

The dialog displays clients that have not already been integrated with the central client list that can be shared (integrated) with the central list.

Use the Filter field on the main toolbar to locate specific records as required.

Either use the top selection box to select all the clients in the list below, or use the tick boxes next to the individual client rows to select specific clients. Click OK to continue with the sharing process.