Searching for Client Records

Client records are the starting point for many EZ-Wallet tasks.

About this task

You can find and view client records in the Trapeze4 Workstation in Client Registration.

Procedure

  1. Do one of the following:
    • Click Task > Clients.
    • Click the Clients button:
      The Clients button.
    Client Registration appears.
  2. Specify the desired values in search filter fields:
    Table 1. Description of Client Registration Search Filters
    Search FilterDescription
    By Name View clients with specific names. In the By Name field, type all or part of the client’s surname.
    Search Result Search for clients using the Find Clients dialog box.

    You can also search for clients using the Find Clients dialog box by clicking the Find button.
    Not Geocoded View clients whose addresses are not geocoded in the system.
    New Items View clients that have been added to the database during the current session.

    This command applies to only the current user and session; closing the screen ends the session.

    Show Active only View active clients only.

    To view all clients (active and inactive), clear the check box.

    Address Type Limit the search to a specific address type. For example, Client Home.

    To show all client records, type the percent symbol (%) in the By Name field.

  3. Click Display.
  4. Optional: To view detailed information for a client, click the client name on the Select tab and then click the other screen tab names.