To open a client's context menu, make a right click on
the selected client.

• Auditee structures - allows you to edit the client's auditee
  structures
• Details - opens a window showing information about the client
• Edit - allows you to edit the client's data
• Engagements - shows a list of all existing
  engagements of the client. You can
  edit and add new ones if you
  wish.
• New engagement - creates a new engagement
• Processes - allows you to edit the client's processes
• Select engagement - shows all engagements, allowing you to
  select an active one
• Timesheets - allows you to add a timesheet

Merging clients

The program enables you to merge duplicate client nomenclatures. This
option is available only to users with user
permission Base: Merge nomenclatures.

1. Mark two or more clients and right click on them.

2. Select the Merge clients option.

3. In the To client field, select the nomenclature under which the
   clients will be merged. Click OK.