Search for Client

1. Go to: Main module > Clients module > Clients menu > Client Details.

   

   The Default search criteria will be displayed; in this example Search by Multi-Search Containing.

   • Default search criteria can be changed by going to Main menu > Maintenance module > Maintenance menu > System Defaults > Client tab.

     

   • When Multi is selected, VisionVPM will try to detect whether what you have entered is a number.
   • If what you have entered is a number, VisionVPM will search for that number in the following fields:

     client Sequence number

     client Number

     Phone number

     Extra phone number

     Mobile Phone number

     BPay Client Ref number.

   • VisionVPM will display results on any matches within these fields.
   • If what you have entered is not a number, VisionVPM will look for the presence of the @ symbol and if it is there VisionVPM will search exclusively on the Email Address field.
   • If there is no @ symbol and it is not a number VisionVPM will search the following fields:

     client Lastname

     Company name

     client Code

     Phone number

     Mobile Phone number

     Email Address

     1st Street Address.

2. If required, alternative search criteria can be selected by using the list arrows:

   

3. Type the letters or numbers of your search criteria into the available field and click Go.
   • A list of clients matching your search criteria will be displayed.
   • All Inactive clients will be displayed with blue text.

   

   • All clients that have been marked as Bad Debtors (Client Details > Settings tab) will be displayed with red text.

   

   • If the client is not found, try other search criteria.
   • If the animal's name is known, clients can also be searched for from the Animal List window.
4. Double-click on the required client to open their Client Details window.