Search Client

Use the following steps to search for a client. This option is available for both customers and prospects.

1. At Home Base, click Clients & Files. From the dropdown menu above the list, select Customers or Prospects.
2. Click Options > Search > Search Clients. The Search Client screen displays.
3. Select a previously saved search from the dropdown list at the top of the screen, or click Reset to clear the criteria entered on all tabs and begin a new search.
4. Navigate between the tabs to enter or revise search criteria.
   • Client- Match data on the customer or prospect's detail screen.
   • Policy- Match data on the customer or prospect's Policy List.
   • Activity- Match data on the customer or prospect's Activity List.
   • Claim- Match data on the customer's Claim List.
   • Contact- Match data on the customer or prospect's Contact List.
     
     Note: On all tabs, multiple selections may be chosen for fields that have more than one selection box, e.g., a maximum of five States may be entered, and a maximum of three Phone Numbers may be entered. Also, you may double click on any fields that have a lookup screen (e.g., State, Agency, CSR) to choose from the available options.
5. At any point, you may clear all fields on all tabs by clicking Reset.
6. To save your search criteria for future use, click Add. Enter a Title for the search and click OK. If you wish to delete a saved search, select it in the dropdown list and click Delete.
7. To run the search, click OK.
8. The Start Searching screen displays. Select whether you would like to start searching from the Beginning of file (search all records) or the Current client (search the customer/prospect currently highlighted and all following records). Click Yes.

9. The program locates the first file matching the criteria you entered. To navigate between search results, use the Previous and Next buttons.