Contents - Index

Searching a Client Record

To edit, approve, or delete a client, one needs to show the record of that particular client. 

To  Search a Client Record, do the following steps:

Select Maintain | Client from Menu or Press the Client button

When in Client Maintenance Screen

1. Select the branch where the client is served. Do this if your CommonCents installation includes all the branches of your institution. After you have selected a branch, all the clients of the branch that is selected are shown at the listbox at the lower left of the screen.

2. Select the center where the client is making his/her loan transactions. This will filter the clients shown at the left listbox to those who belong to the particular center that is selected. If the clients shown at the client listbox of the screen are shown alphabetically you may show the client list by group and client sequence number by clicking the appropriate icon as discussed below.

3. Select the client to show his/her detailed data at the right side of the Client Screen. Do this by bringing the highlighted bar to the intended client record. CommonCents has provided some facilities through the use of an icon to aid you in finding the client that you want to show and these are: 

* "Find client by Name" icon. Clicking this icon will give one of the following:

a. If the yellow box is not shown on the screen, clicking this icon will provide a yellow box at the upper left side of the screen to enable you to enter the name of the client that you are searching.You can enter the name of the client you are searching in this yellow box.

b. If the yellow box is shown on the screen, clicking this icon removes the yellow box from the screen. 

* "Arrange Client by Name/Group" icon Clicking this icon will help you search for the client that you want to show on the screen. You can click this icon to show all the clients of a branch or a center in alphabetical order or by group. If the clients are arranged alphabetically and the list contains all the names of a branch, you may click the center to filter the clients by center.

4. The data shown on the screen is that of the client whose name appears at the space at the upper right portion of the screen.