If there is an exact match for the names entered, the Case / Client List page displays with information for that client.
To search for client information when the client's full name is known:
1. Enter the client’s last name in the Last Name field as seen in the Client Search section of the Client / Transaction Search page.
2. Click the Exact Last Name Match box to refine the search.
3. Enter the client’s first name in the First Name field.
4. Click each Exact First Name Match box to refine the search.
5. Click the Search button. The Client Search Results page displays a list of clients matching the names entered.
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If there is an exact match for the names entered, the Case / Client List page displays with information for that client. |
If you incorrectly enter the client's full name, click the Clear button and re-enter the information again.
You can perform the following tasks on the page:
1. Click the Issue Card link. The Issue a New Card to a Client via Mail page displays.
2. Click the Create Account link. The Create Account page displays.
3. Click the Merchant Search link. The Merchant Search page displays.
4. Click the Help link. The webADMIN Online Help displays.
5. Click the Transaction Search link. The Transaction Search section of the Client / Transaction Search page displays.
6. Click the Back to Top link to return to the top of the Client / Transaction Search page.
See Also: