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Select Client |
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Select Client |
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Select Client
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Select Client |
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Select Client |
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The Select Client box above the Program Navigator is used to quickly locate client records. It comprises
| • | A Look-up list at the top |
| • | A "Recently Selected Clients" list at the bottom |
The Look-up box can list clients either in order of "Lookup ID Code" or Name. To toggle from one to the other, right-click on the Select Client header and click on your preferred method:
To find a client:
| 1. | Click in the Client Look-up box |
| 2. | If you have selected By Lookup ID type in a "Lookup ID" code. Lookup ID codes have the format FFFGYYMMDD, consisting of the first three letters of the Family name, the first letter of the Given name (if a client uses a "preferred" name rather than their given name, the first letter of the preferred name is used) and the date-of-birth in year-month-day order OR If you have selected By Name Simply begin typing the client's surname, if you have selected "By Name" on the pop-up menu |
| 3. | As you type in the code or name a drop-down list is displayed and searched |
| 4. | Once the correct client is identified, press Enter or click on the name using the mouse (it is much quicker and more efficient to use the keyboard!) |
| • | When using By Lookup ID to search, please be aware that the look-up list is sorted by Lookup ID and not alphabetically by name! |
| • | The Recently Selected Clients list can be stored and recalled at start-up by ticking the Store Recently-Selected Client List in Tools|Options|General |