Search for a Client
The Search work area provides users with a simple interface to a powerful tool that allows users to specify a number of search parameters for locating a particular client's records.
The Toolbar:
![]()
| • | New Search clears all criteria from the Search for Client table |
| • | Search Now starts the search, using the criteria entered in the Search for Client table |
| • | Select Client moves the Client Table selection to the client selected in the Clients Matching Search Criteria table |
| • | Print List prints the Clients Matching Search Criteria table |
The Work Area:
The Search for Client form is used to query the database and list client(s) who match certain search criteria

| 1. | Enter the parameters for your search e.g. Family Name, Date of Birth |
| 2. | Once the search parameters have been entered, click the Search button in the edit box, or the Search Now button on the toolbar, or press Ctrl+Enter. The list of clients matching the search criteria will be displayed in the table |
| 3. | To select a client, either double-click on a row, or select a row and click the Select Client button on the toolbar |
| 4. | The table can be printed by clicking on the Print List button |
| 5. | Click the New button in the edit box, or the New Search button on the toolbar to clear the search criteria in preparation for a new search |
The Search function is very powerful and, with the exception of Date of Birth, supports partial and "wild-card" searches using % and _ (underscore). The % character will return any number of characters leading the criterion characters, while the _ will return any single character
For example:
| • | To search for all clients whose Family Name begins with "B", just type B in the Family Name box |
| • | To search for all clients whose Family Name contains a "B", type %B in the Family Name box and names such as ABBOT, EMBERLY, ARBUTHNOT, CRUMB and so on would be returned |
| • | Entering B_D would return clients with names such as BAD... BED... BOD... BUD... |
The % character is a "LIKE" operator and can be positioned at the beginning or anywhere in the body of the search text; it is automatically added to the end of all search text, so you do not need to enter something like "BR%" to find text beginning with "BR"