Ideal Online Documentation

14318 T/B LISTINGS, REPORTS AND FORMS
TB5-07 Client Listing

 

PURPOSE

 

The client listing program prints a list of clients, including descriptions, contacts, responsible and originating lawyers, and date account was opened. You have the option of sorting by lawyers, client groups, clients or client referral codes.

 

Client Listing is accessed from:

  • Time Billing Processing menu.

 

PROCEDURE

 

Select Client Listing from the Time Billing Processing menu. the following prompts display.

 

** BY LAWYER, GROUP, LAW TYPE, CLIENT OR REF CODE (L/G/T/C/R):

 

"L" to sort list by lawyer.

 

** FOR RESPONSIBLE LAWYER? (ENTER=ALL):

 

Enter lawyer/timekeeper code to include.

 

[Enter] to include all lawyers.

 

[F3] to return to sort criteria.

 

[F5] to display list of lawyer/timekeeper codes for selection.

 

"G" to sort list by group.

 

** ENTER GROUP CODE (ENTER=ALL):

 

Enter group code to include.

 

[Enter] to include all groups.

 

[F3] to return to sort criteria.

 

[F5] to display list of group codes for selection.

 

"T" to sort list by law type.

 

** LAW TYPE ?:

 

Enter law type to include.

 

[F3] to return to sort criteria.

 

[F5] to display list of law types for selection.


"C" to sort list by client.

 

** START AT/AFTER (ENTER=1ST):

 

Enter client code to begin list.

 

[Enter] to begin with first client on file.

 

[F3] to return to sort  criteria.

 

[F5] to display list of client/matters for selection.

 

** END AFTER (ENTER=LAST):

 

Enter client code to end list.

 

[Enter] to end with last client on file.

 

[F3] to return to the previous field.

 

[F5] to display list of client/matters for selection.

 

"R" to sort list by client referral code.

 

** START AT/AFTER (ENTER=1ST):

 

Enter client code to begin list.

 

[Enter] to begin with first client on file.

 

[F3] to return to sort  criteria.

 

[F5] to display list of client/matters for selection.

 

** END AFTER (ENTER=LAST):

 

Enter client code to end list.

 

[Enter] to end with last client on file.

 

[F3] to return to the previous field.

 

[F5] to display list of client/matters for selection.

 

[F4] to exit to menu.

 

** SHORT OR LONG FORMAT (S/L):

 

"S" to print short format for client descriptions.

 

"L" to print long format for client descriptions.

 

** REPORT ON OPENED FILES, CLOSED FILES, OR BOTH (O/C/B):

 

"O" to include only open files.

 

"C" to include only closed files.

 

"B" to include both open and closed files.


** PRESS ENTER TO CONTINUE:

 

[Enter] to continue to print selection menu.

 

[F3] to return to the previous field.

 

[F4] to exit to menu.

 

PRINTER SELECTION & CONFIGURATION

┌────────────────────────────────────────────────────────────────────────────────┐
│08/14/07                *****  PRINTER SELECTION  *****                         │
│                                                                                â”‚
│                                                                                â”‚
│** MAKE SURE PRINTER IS READY BEFORE PRESSING CR .....                          â”‚
│                                                                                â”‚
│1. PRINTER NAME ................................. P1  OKIDATA 390               â”‚
│                                                                                â”‚
│2. CHARACTERS PER INCH ? (10,12,17) ............. 10                            â”‚
│   SINGLE OR DOUBLE DENSITY ? (S,D) ............. S   SINGLE DENSITY            â”‚
│                                                                                â”‚
│** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS): _            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS):

 

"1" to change printers.

 

"2" to change the CPI and/or print density.

 

[Enter] to print.

 

[F4] to not print and exit to the menu.

 

[F5] to display a list of printers for selection.

 

An example Client Listing printout follows.

  



                                               IdeaLaw Ltd.
02/06/07  09:51:00                                                                               PAGE: 1
                                              CLIENT LISTING
                                          FROM FIRST    TO LAST

-----------------------------------------------------------------------------------------------------------
CLIENT   NAME/                          REF     CONTACT/                BILL  RESP   ORIG   DATE   INT  A/R
 CODE    ADDRESS                        CODE    TELEPHONE                TO  LAWYER LAWYER OPENED TYPE  SMT
-----------------------------------------------------------------------------------------------------------

000001   ABC COMPANY LIMITED            EC      JANE DOE             000001  IMW    IMW  11/09/02  1    Y

000002   SHANE & MARNIE GUNTHER         EC                                    DPB    WPL  11/09/02  1    Y

000003   TED CROWTHER                   REC                                   WPL    DPB  11/09/02  1    Y

000004   INSURANCE CORPORATION OF B.C.  ICBC    JOSEPH P. MANAGER    ICBC     WPL    WPL  11/09/02  3    N

000005   STEVE & BECKY ROOSDAHL         YP                                    JM     JM   11/10/02  N    Y

000100   IDEAL WIDGET COMPANY           EC      NORMAN NUSCHMIDTS     000100  JM     JM   11/10/02  N    N

000777   NEW CLIENT                     REAL                                  JM     JM   10/30/06  N    Y

000888   JOHN DOE                       ADV                                   SLR    SLR  01/04/05  1    Y

012345   XYZ CORPORATION LTD.           ADV     JOHN SMITH                    JM     JM   04/20/03  N    Y

DELETED  DELETED CLIENTS                UNK                                   NULL   NULL 01/23/07  N    N

ICBC     INSURANCE CORPORATION OF B.C.  ICBC    ACCOUNTS PAYABLE     ICBC     WPL    WPL  11/08/02  N    N

NEW      New Group                      EC      CONTACT              NEW      AMW    AMW  01/24/07  N    N

NEW 2    First 2 Last                   EC      JOHN MASON           NEW      AMW    AMW  01/24/07  N    Y

NUMMIND  NUMMLER INDUSTRIES LTD.        EC      KRISA NUMMLER        NUMMIND  SLR    PP   08/29/04  1    N

NUMMKRI  MS. KRISA NUMMLER              REC                          NUMMIND  SLR    JM   08/29/04  4    Y

TEST2    ANOTHER CLOSER                 ADV                                   SLR    SLR  07/16/06  N    Y

TESTCLOS TEST A CLOSED MATTER           ADV                                   WPL    WPL  07/16/06  N    Y

NUMBER OF RECORDS PRINTED: 17