Searching for a Client Using Partial Name

To search for a client when the client’s full name is not known:

1.      Enter a minimum of the first two characters of the client’s last name in the Last Name field as seen in the Client Search section of the Client / Transaction Search page.

2.      Enter the first character of the client’s first name in the First Name field.

3.      Click the Search button. The Client Search Results page displays a list of clients matching the characters entered.

If you incorrectly enter the partial name characters, 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:

Searching for a Client