Specifying a client and subclient

The Client-Subclient Selection screen is used during many of the transactions in Benefit Manager Toolkit. It lets you designate a client and a subclient for the transaction you are working on. The more specific you are, the faster the results. You can:

• Leave the fields blank and you'll get a list of clients, then subclients to chose from.
• Enter partial client information (using the % as a wild card) and select from a list of clients, then from a list of subclients.
• Enter an exact client ID or name and select from a list of subclients.
• Enter exact client and subclient information to go straight to the transaction.

You leave the fields blank and you'll get a list of clients, then subclients to chose from.

1. On the Client-Subclient Selection screen enter any combination of: Client ID, Client Name, Subclient ID, and Subclient Name as described above. Select a client and/or subclient as needed.
2. Select Search.
3. Select Set Subclient to continue to the transaction.

Access to the reports is dependent on the security permissions granted to your user ID. Reports for the client and subclients to which you have been authorized to view will appear.

• If the client number is used in more than one plan, the Plan, Client Number, and Client Name will appear together in a list so that you can pick which client you want to work with.
• If you have access to fewer than 10 clients, the Client Number and Client Name appear in a list to choose from.