Note: Access to this report is restricted. See the Access Control matrix for more information.
Click the Reports > Client Search Report category button sequence.
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Select the Folder(s) to list clients.
Fill the field(s) desired to filter the search. All entries must be matched to select the client.
Note: Wild card searches may be done on the Ref. Number field. (i.e A* entry will display only those client records beginning with "A"). |
