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Searching Clients by first name.
Posted: 05 Nov 2007 07:29 PM |
We are wondering if you could make a search query for a client by first name. Since we are so confidential, alot of times we don't know the last name, at least not right away, LOL! It's set up to search by lastname, firstname, ssn, etc. Thank you so much again for everything you do!
Blessings,
Cindy Purdin |
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Re: Searching Clients by first name.
Posted: 05 Nov 2007 08:08 PM |
Hi Cindy,
You already have the ability to search by firstname. Just set the search option to "LastName, FirstName", then enter a comma "," followed by 1 or more letters of the client's first name in the search value field.
For example, to find a client named Doe, Jane:
Enter ",Jane"
For more infomation on search, please be sure to download and review the Client Management User Guide under the "PRC Software" tab.
Hope that helps! |
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Re: Searching Clients by first name.
Posted: 06 Nov 2007 12:00 PM |
Thank you so much! I guess I need to read some more! Bless you!
Cindy |
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