Searching for a Client

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Searching for a Client

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Once a record has been entered into the database, it can be retrieved for viewing and changing, a search tool

is provided using Client ID or the client's name as the search criteria

 

 

 

1.        Choose [Clients] from top menu to display the client window. Enter the Client ID or

the Client name (a partial entry will do) in the Search panel at the bottom of the side menu.
 
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2.Press <Enter> or click GO to commence the search. A successful search 3will display a thumbnail
of the client's record. Note: Choosing GO without entering a search criteria will return up too
100 records for you to browse.

 

 
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3.To open the located record, click on the clip2809 symbol in the Client record thumbnail. The
record will display

 

 
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4.Additional tabs display along the top of the client's record enabling access to further
details such as the full address and client's contacts

 

5.Click on the [Addresses] button in the detail tabs to display an address thumbnail. Click on
the clip2809 button in the thumbnail to open the full address record.

 

6.To return to the client Detaill window, click the Client Detail title bar in the Main Window.
 
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