Locating Client Records

 

The Incremental Search Panel, shown below, locates clients rapidly by incrementally searching the selected index with each character typed.

 

IncrementalSearchPanel

 

In the illustration above, the selected index is Client ID. The selected index is easily changed by either clicking on a column heading in the client grid,

 

Client Title Bar

 

or, from the context menu,

 

Client Management Order By Context Menu