Client Management is a database used to create reports, labels, slip sheets, and letters. Sometimes clients can be duplicated or not showing. If your clients are duplicated (figure 1), complete the following steps to get your clients in Management once. If your management is blank and no clients are showing, skip to step 3 to get your clients in Management.

(figure 1)

1. If clients are duplicated in Management, you will first need to delete all the clients from the management screen. To do this click on the Delete button on the left side of the Management window (figure 2).
Note: Deleting the clients out of management will not delete the actual client file. Client Management is a separate database from the Client Selection, so what you do in Management is not reflected in Client Selection.

(figure 2)
2. The Delete Clients from Management window will appear. Tag all the clients and click the Delete button (figure 3).

(figure 3)
3. The Client Management screen will now be empty with no clients in it (figure 4).

(figure 4)
4. You will then want to do a Batch Process of your returns. To do a Batch Process open Client Selection and tag the clients you want to batch process. Then click the Utilities menu at the top of Client Selection and select Batch Process (figure 5).

(figure 5)
5. The Batch Process window will appear. Select Process Only, then click the Process button (figure 6).
   
   (figure 6)

6. When the Batch Process is complete a view file will appear showing all the clients you batch processed. Press the Close button (figure 7).

(figure 7)
7. Now open Client Management and your clients should be showing in there once (figure 8).

(figure 8)