The main portion of the CSM panel is a list containing all client records matching any filter selected from Filter Client List.


CSM Data List Shortcuts:

    • View Record Information – Double-click the record or right-click the record and choose Quick View from the drop menu.
    • Open Record in data entry – Right-click the record and choose Open Return from the drop menu, or select the return with the mouse and press CTRL+O, or click Open.
    • Find Client Record – Right-click anywhere in the CSM list and choose Search Client Records from the drop menu.
    • Customize View – Right-click anywhere in the CSM list and choose Customize Display from the drop menu.


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