Search for a Client

The unified search feature allows a user to navigate through the clients in OIPA from a central location. Searches can be performed for clients by one field or a combination of fields with through Advanced search. If a client name was assigned during creation, then the client Name field can be used to quickly locate the client.

Important: The client search results do not show clients that are shadowed (deleted). The only way to view these clients is through the database.

Steps to Quick Search for a Client

1. Select Client option from the Search drop-down.

2. Enter the search string in the text box. for example, the search string can be a "client number / client name etc". If the exact wording is not known, use the % (percent) sign as a wild card. When more than one results are returned from the search, scroll down and click the client record to see the details.

Search using Advanced Option

1. Select Client option from the Search drop-down.
2. Click Advanced and enter the search criteria for the client. The search results will display under the client search window.
3. Click the row (expander button) of the appropriate client to open it. The client details are displayed in the Client screen. When more than one results are returned from the search, scroll down and click the client record to see the details.