Download the software from the following link: clientvista.zip

right-click and unzip the file once it has finished.

Double-click on the folder and click the setup icon (toward the bottom to the right of the blue shield)

Follow the program prompts (you will see several, just click next or accept when necessary)

At the final prompt, the program will launch and will return a message of ‘cannot find server, please enter server name’.

At this point you will need to manually enter this data.

It can be retrieved from a pre-existing workstation in Crystal under Configuration > Server.

The program will boot properly at this point, if it does not call our tech support line at 1-800-308-7169 ext 1.