This dialog is available from the Edit / Client List... menu command.
The Fund Manager Advisor version includes client management support. This dialog allows you to add, edit, or delete clients. Each client record contains personal, contact, and associated sub-portfolio information. You can quickly go to any client’s associated sub-portfolio by selecting the client in the list, and choosing the “Show Portfolio” button.
When you add or edit a contact the Client Information Dialog will be used.
When batch printing or sending graphs/reports by email your client list will be used.