Page Comparison

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Field	Description
Search Name Field	Search name applicable to the search. Options include: Full name Report/search name All name fields
Name	Search for part or all of the client name. Toggle the button to search anywhere within the name.
Client Number	Search for part or all of the client number. Toggle the button to search anywhere within the number.
Client Type	Filter the search results based on client type.
Client Class	Filter the search results by client class. Options include: Client Prospect
Account Number	Search for part or all of the account number. This is allocated by the financier as their reference to the application (commonly called a contract number).
Trading Name	Search for part or all of the trading name.
Advanced Search	Filter the search results by a specific field. Options include: Address Drivers Licence Email/Website Postcode Registration Telephone Once an advanced search field has been selected, you can enter an option in the Criteria field.
Criteria	Enter your search criteria for the Advanced Search selection.
Broker	Filter the search results by a specific broker.

List and Buttons

List / Button	Description
Search Results List	Lists the results of the search based on the entered criteria.
Search/Refresh Button	Performs a search based on the search criteria,
Clear Button	Clears the search criteria and results so that a new search can be performed.
Select Button	Sets the selected search result making them the current client. Will close the search screen.
Close Button	Closes the search screen without changing the current client.

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