Client Search Report

<< Click to Display Table of Contents >>

Navigation:  Category Buttons > Reports >

Client Search Report

Note: Access to this report is restricted. See the Access Control matrix for more information.

Click the Reports > Client Search Report category button sequence.



Select the Folder(s) to list clients.


Fill the field(s) desired to filter the search. All entries must be matched to select the client.


Note: Wild card searches may be done on the Ref. Number field. (i.e A* entry will display only those client records beginning with "A").