Within the clients screen you can search on any of the fields present and that you can complete multiple fields to narrow your search. To search the system, click into Clients module from the main CCD menu. Select from the options at the top of the screen. This will blank all the fields for you to select your search criteria.
The client’s surname is the most commonly used method of searching the system. Therefore your cursor will appear in surname field first. This is a free type field so you can enter the full or part surname in order to conduct your search.
To add additional information move your cursor into the relevant field and then either type or select from the drop down presented. Once you have entered your information press the ENTER key on your keyboard.
You will then be presented with a list of clients to choose from.
To select a client simply click on the relevant line. At the bottom of the list there are 2 other options available.