The Input Tab lists existing client/solution package assignments. A client may have more than one solution package assigned. When the Input Tab is first selected, a Search Definition Dialog box appears to allow you to specify search criteria by Client Name, Solution Package Name or the status of the assignment.
What would you like to do?
Search or sort the summary list to find specific clients or solution packages
Print a summary list of clients and their solution package assignments
Notes:
To search for a specific transaction, slick the Search Button at the bottom of the left side of the summary form. For more information on using the Search Definition Dialog Box, click here.
To print the information on the summary form, click the Print Button at the bottom of the left side of the summary form or click Other Options and then click Print.
To refresh the list with the most recent data, click Other Options, and then click Update Screen.
To view errors associated with a solution package/client assignment, select it, click Other Options, and then click View Error Messages.