The client Search dialog allows users to search for a client using a variety of search criteria. A list of the available search criteria is outlined below. If a client is not found, then modify the search criteria.
This can be accessed by;
Pressing the F4 Key
or
Click on the Select Client icon ( 
)
Enter Search Criteria Options
| Field | Description |
|---|---|
Search Name Field | Search name applicable to the search. Options include:
|
| Name | Search for part or all of the client name. Toggle the |
| Client Number | Search for part or all of the client number. Toggle the |
| Client Type | Filter the search results based on client type. |
| Client Class | Filter the search results by client class. Options include:
|
| 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:
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. |
Performing a Client Search
- From the File menu, select Search (Or press F4, or click
. The Search dialog will be displayed. - Enter the search criteria.
- Click the Select/Refresh button.
- Highlight the application in the Search Results list.
- Click the Select button. The Search dialog will close.