Alter Client List

The Alter Client List page allows you to change the clients with whom you are currently working [or instead of with whom maybe “on” or “with”].. There are three types of client lists: All Clients, a Priority Client List and a Current Client List. We recommend you create a priority client list of 50 of your most active clients. A larger client list may delay the login process and page navigation within the system.

The All Client list will display the information and notices for all your clients throughout the system.

The Priority Client List is a list of clients whose information and notices will be presented on the Home page and throughout the system each time you log in.

The Current Client List displays a list of clients you have selected utilizing the Alter Client list function and while opting not to update your Priority Client list. These client’s information and notices will be presented throughout the system until you either change the Current Client List or Logout of the system.

To establish a new list, select a search criteria radio button option of All Clients or a Client with UI account number. If you have already established a Priority Client list, this search criteria option will also be presented. Then click the Search button to display the search results.

The search results can be further narrowed down by selecting the Filter the above selection to only include clients who were issued notices checkbox and radio button for one of the following options: this week, this month or this quarter.

Once the search results are presented, select the checkbox to the right of the clients’ UI account number and name of those clients you would like to be added to a client list. Utilize the Select all entries checkbox below the search results to include all clients displayed on a client list. The search results are presented in alphabetical order by client name. You may change the search results display by clicking the sort arrows next to each column header.

If you already have a Priority Client list established, you will be required to indicate if the newly selected entries are to replace your Priority Client list, to be added to your Priority Client list, or not to update your Priority Client list and instead have the selected clients to be used only as a Current Client list for this login session only.

All fields with a red asterisk (*) are mandatory.

Select the Done button to be redirected to the Home page. Select the Cancel button to discard any entries and be redirected to the Home page.

You may click the Logout button to exit the system at any time or the House icon to return to your Home page.

Alter Priority Client List

The Alter Priority Client List page allows you to change your Priority Client. There are three types of client lists: All Clients, a Priority Client List and a Current Client List. We recommend you create a priority client list of 50 of your most active clients. A larger client list may delay the login process and page navigation within the system.

The All Client list will display the information and notices for all your clients throughout the system.

The Priority Client List is a list of clients whose information and notices will be presented on the Home page and throughout the system each time you log in.

The Current Client List displays a list of clients you have selected utilizing the Alter Client list function from the Home page and while opting not to update your Priority Client list. These client’s information and notices will be presented throughout the system until you either change the Current Client List or Logout of the system. To create a Current Client List, please go back to your Home page and select the Alter List hyperlink located at the top, right corner of the Home page.

To establish a new Priority Client List, select a search criteria radio button option of All Clients or a Client with UI account number. If you have already established a Priority Client list, this search criteria option will also be presented. Then click the Search button to display the search results.

The search results can be further narrowed down by selecting the Filter the above selection to only include clients who were issued notices checkbox and radio button for one of the following options: this week, this month or this quarter.

Once the search results are presented, select the checkbox to the right of the clients UI account number and name of those clients you would like to be added to a client list. Utilize the Select all entries checkbox below the search results to include all clients displayed on a client list. The search results are presented in alphabetical order by client name. You may change the search results display by clicking the sort arrows next to each column header.

If you already have a Priority Client list established, you will be required to indicate if the newly selected entries are to replace your Priority Client list, or to be added to your Priority Client list.

All fields with a red asterisk (*) are mandatory.

Select the Done button to be redirected to the Home page. Select the Cancel button to discard any entries and be redirected to the Home page.

You may click the Logout button to exit the system at any time or the House icon to return to your Home page.