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Opening clients

Open information about a client using the Clients editor.

  1. Click on the navigation bar.
  2. Click on the navigation bar.
  3. Click . The Open Client dialog box appears and allows you to search for an existing client.
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Click at any time to close the Open Client dialog box and return to the Clients screen.

  1. Type the client's last name, or a portion of the last name in the Last name contains field.
    • Click the Use phonetics check box if you are unsure of the spelling.
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Phonetic searches do not work with names containing only numbers.

  1. Type part of an identification number in the Identification number contains field. This is an optional field.
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Use the client identification number to sort or group your clients. For example, assign all clients from the same facility the same number.

  1. Click one of the following buttons:
    • , displays a list of clients found in the search.
    • , stops the search in progress. The search displays results in increments of 100. If you click Stop before results begin to fill in, no results appear.
    • , clears the dialog box and starts over.
  2. Select a client from the Search list.
  3. Click . The client's name appears on the title bar. View and modify the client's information under these tabs: