There are two ways to locate a Client. If you have their specific information you can use the Find icon. If you have less specific details or want to browse a list with filters, you can use the Select icon.
Follow the below instructions to find a client.
- From the Main Ribbon > Client tab > click Find. The Find Client Window will appear.
2. Using the Client Search Pyramid below, search for your client, beginning with step 1 in the pyramid. Note: It is important to do a thorough search prior to adding a new record to avoid duplicate records. Following this pyramid will help prevent duplicate records.
- If the client is found, click OK.
- If the client is not found, then add a new client record.
Use Other Search Criteria
- From the ribbon, click into either the Clients tab, as appropriate
- Click the Select icon.
Set the appropriate criteria.
b) Area, Department, Group, or Status for Clients.
- The list will automatically populate, and you can select a client from the results by double-clicking.