When a client calls asking for a login id follow these
steps:
Ask for a company name. If it's a Corporate Client
select it from the Quick List or type the name in the search box under
Corporate Clients. Then use one of the search methods in the company
menu to select the client.
If there is no associated company, ask for their First
and Last names. Type the last name in the Client Last Name field,
press the button and then select the correct client from the list if
multiple names are displayed.
Once you've found the correct client record click the
Status Report button and the Login ID is displayed in a dark blue box
on the top of the page.