How do I locate an existing client record?

To locate an existing client record in CCD select the Clients option from the Main Menu.

Click on Find record, enter your client's surname, or any other detail if you prefer, and click on Find record once again.

You will then get the following prompt -

Click on Perform to search for the client or click on Add to add another client to search for.

If any records are discovered, you will be presented with a list of matching records.

If the client you wish to work on is listed click on their name and you will be taken to their record.

If they are not listed, use the Return option at the top right.

If you have no match for your search you will receive the message No records found matching your search criteria