Search Client

From the navigation bar, select Client and then Search.

The Search Client screen displays.

Field Description
Name Use either the surname or forename or both. The % character can be used as a wildcard, e.g. entering "%ones" will find both Jones and Bones.
Partner Lists all clients looked after by the selected partner.
Postcode Lists all clients with the specified postcode in their address.
NI No. Lists the client with the specified NI number.
 

Note only for user for Individual type clients.
Date of Birth Lists all clients with the specified date of birth.
 

Note only for user for Individual type clients.
Town Lists all clients with the specified town in their address.
Reset Clears down any data entered.
Search Performs the search.

Note The clients listed in the search results will only include those clients where the referrer has been given permission to view the details.

Once the search has run, the system displays a list of clients that match the criteria, listing the details of the above six fields and the client reference. If there are no matching clients, the system displays "No client(s) found."

To view a client's details, click on the Client Reference. The system displays the client's details under the following tabs: Address, Contact Details, General Details, Individual Details and Matters.

For more information on Client Details, please use the Client Details link.