--- title: "A Quick Look at the IDI Desktop Client" slug: "a-quick-look-at-the-idi-desktop-client" updated: 2026-07-27T12:22:45Z published: 2026-08-10T20:17:04Z canonical: "help.idibilling.com/a-quick-look-at-the-idi-desktop-client" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # A Quick Look at the IDI Desktop Client The focal point of the IDI Desktop Client is the main window. This window has five functional areas. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/36341(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) #### Active Window You can have one or more windows open at the same time in the Client. Windows are opened using the menu commands or toolbar commands. #### Menu Bar The main menu bar remains constant regardless of which window is open in the client. It provides access to all commands, although some may be disabled for certain users as determined by user permission profiles (configured in the Admin Console). Application-specific menus may be available when certain windows are open in the client, such as the Customer window as shown above. #### Clearing Local Cache When you make changes to data, the changes may not be immediately available in the target application. For example, if you make changes to tables in Data Management, the changes may not be immediately apparent in the IDI Desktop Client drop-down lists. To force the changes to be available immediately, select **Tools** > **Clear Local Cache**. #### Toolbars The client toolbar provides quick access to a configurable subset of commands based on the user currently logged in to the IDI Desktop Client. When a user account is created in the Admin Console, the user is assigned a toolbar profile which specifies the commands available to that user via the toolbar. Toolbars and toolbar profiles are configurable. See [Managing Client Toolbars and Toolbar Profiles](/v1/docs/managing-client-toolbars-and-toolbar-profiles). Application-specific toolbars are displayed in their respective windows when those applications are opened. For example, the Customer window (shown below) has an application-specific toolbar for managing customer accounts, and the Product Catalog has an application-specific toolbar for product management. These toolbars are static (the same for all users). #### Sidebar The sidebar lets you navigate and manage windows in the client when you have several windows open at the same time. See Managing Open Windows via the Sidebar. #### Status Bar The status bar provides miscellaneous status information. See About the Status Bar. #### Icons See . **Icons** The following table lists the various icons that may appear in the sidebar, or on the toolbars, depending on which module is open. | ![IconCustomerSearch](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70461(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Customer Search / Enhanced Customer Search / Contact Search | | --- | --- | | ![IconCustomer](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70478(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Customer | | ![IconProductCatalog](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70457(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Product Catalog | | ![IconNewEditCustomer](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70458(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Edit Customer / New Customer | | ![IconTreatment](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70459(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Treatment | | ![IconOnlineBillUsers](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70460(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | OnlineBill Users (for Legacy OnlineBill only) | | ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/28976(1).wmf?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | OnlineBill User Search (for Legacy OnlineBill only) | | ![IconReports](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70462(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Reports | | ![IconReportSchedule](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70463(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Report Schedule, Scheduling Services, Scheduling Machine Configuration | | ![IconTaxManagement](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70464(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Tax Management | | ![IconJournal](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70467(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Journals | | ![IconOpenFollowUps](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70465(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Follow-Ups | | ![IconFollowUpSearch](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70471(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Follow Up Search / Journal Search | | ![IconTroubleTickets](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70466(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Trouble Tickets | | ![IconTroubleTicketSearch](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70472(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Trouble Ticket Search | | ![IconCollectionsSearch](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70474(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Collections Search, Spending Limits Search, Treatment Queue | | ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/28980(1).wmf?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Rate Periods, Calling Areas, Rates | | ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/28981(1).wmf?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Incollects File Search | | ![IconOrderSearch](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70475(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Order Search, Change Reason History Search, Equal Access Service Search | | ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/28983(1).wmf?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Preorders | | ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/28984(1).wmf?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Execution Plan Search | | ![IconCorporateAccounts](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70476(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Corporate Accounts | | ![IconEpay](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70469(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Accounts Receivable - Batch File or Request | | ![IconEpaySearch](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70470(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | E-Pay Account Search | | ![IconAccountsReceivable](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70468(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Accounts Receivable - Payments & Adjustments | | ![IconThirdPartyVerification](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70477(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A56Z&se=2026-11-14T12%3A12%3A56Z&sr=c&sp=r&sig=2wpJ%2FaeNk9YHum7bGGVZqKzKrszHBvbHihtv3I6e%2Fas%3D) | Third Party Verification | #### Tools Menu The Tools menu on the IDI Desktop Client main menu provides access to: - Toolbars (see above) - Change Password and Manage Security Questions - Clear Local Cache (see above) - System Locks - Audits - These are a wide range of searches and reports related to data integrity - Reference Tables These tables are read only and for quick reference only: - Account Status & Account Types - These are actually configured in Admin Console Data Management. - Billing Cycle & Billing Cycle Detail - Tax Preferences - This is described in Support Applications > Tax Management. See also: [Date and Time Presentation](/v1/docs/date-and-time-presentation) [Data Entry and Other User Interface Features](/v1/docs/data-entry-and-other-user-interface-features) [Working with Sort, Filter and Find](/v1/docs/working-with-sort-filter-and-find) [Record Status and Record Import](/v1/docs/about-the-record-status-bar-and-record-export) [Accessing Line Item Information](/v1/docs/how-to-access-line-item-information) [Refreshing Customer Information](/v1/docs/refreshing-customer-information)