Searching for Client Records

Before creating a new client record, search for an existing client record in Client Registration.

Before you begin

Client Registration must be open.

Procedure

  1. On the Select tab, specify values in the preferred search filter fields.
    To show all client records, in the By Name field, type the percent symbol (%).
  2. Click Display.
    Client records that match the specified criteria are shown in the grid.
  3. Optional: To view detailed client information, highlight the client name and click on the available tabs.