Client Browse

Purpose

To provide a list of all Clients whose details match the entered search criteria

Field	Explanation
Code	Search both the client code and secondary code
Address	Searches both the actual and postal address filed. Partial numbers may be used (eg. Street name only, city, post code etc)
Contact No's	Searches all phone and fax numbers for the number entered. Partial numbers may be used
Notes	Searches the clients notes' filed for the entered text
Group	Restricts the search to selected client group
Branch	Restricts the search to selected client branch
Staff	Restricts the search to clients entered by a specific staff member
Client Gender	Restricts the search to selected gender class
Occupation	Restricts the search to selected occupation
Email	Searches the clients home and work email Partial email addresses may be used
Tags	Restricts the search to the selected tags

[Button]

Explanation

Copies an existing client contact details into a new ADD client record

Useful where a second client is to be added who shared the same contact details as an existing client (e.g. husband and wife)

To use this function:

Locate and select the existing client record in the browse and click
An ADD client record will be presented containing the same address and contact details (as well as any fields), as the existing client

Complete the remainder of the dialog and save the new client record

Opens a new dialog box to allow specification of existing tags to filter the client browse

Note: If selecting multiple tags, only clients that have all selected tags specified will be returned on the search

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