Find a Client in the Client Database

The Search tab in the database window allows you to search for a particular client by entering the information you know about the client. The fields and buttons on this page are described in detail in Definitions of the Client Database fields .

To search for a client:

1. Open the Client database, available by choosing Database | Client Database.

2. Click on the Search tab to get to the Search tab page.

3. Enter as much information as is necessary to identify the client or as much information as you know.

4. Click the Find! button to find the client. Forms displays the client records it finds that match your specifications in the box at the bottom of the screen.

5. To see the information for a client who is listed at the bottom of the screen, double-click on the client.

TIP: If you want to edit the client’s information shown, double click on the client in the list.

Display the Entire Client Database

If you do not have any information on a client or you would like to review client data, you might want to display the entire client database. To display the entire database, click the Find All button, available on the Search Tab of the Client database.