5.5

Chapter 2
Entering Data Automatically with Client Profiles
43
2. Choose Apply Client Profile... in the Profiles menu.
The Apply Client Profile dialog box appears.
3. Select Create and apply new Client Profile and type the desired name for the
Client Profile in the box below it.
For example, you might want to enter the name of the person for whom you
are creating the Client Profile.
Note It you are planning to fill out a series of different forms for a particular
person, select Keep the selected Client Profile turned on and apply it
to each new record you create in the Apply Client Profile dialog box.
The Client Profile that you select will stay on until you turn it off or select
a different Client Profile.
4. Click OK.
Your new Client Profile is now ready for you to start adding data to it. See
page 45 for more information.
Select this option to
keep your Client Profile
turned on so that it is
automatically applied to
each new form record
that you open.
Select this option to
create a new Client
Profile.
Type a name
for your Client
Profile here.
Client Profiles
that you have
already created
appear here.