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Advanced Client Search

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Advanced Client Search

Check all Clients, Central Client Details and Case Personnel (if activated). Means you can potentially check against clients, witnessess and anyone else connected to a file past or present. Then note the conflict, together with a reason for it and its status on all of the files potentially affected by it. The warning appears on the Main view of Client Details so that no-one can miss it.

Search for the client that the conflict will be recorded against.

Search for the client that the conflict will be recorded against.

Flag which files are to have the conflict recorded.

Flag the conflict.

Record the Conflict against the selected file reference and client.

Record the Conflict.

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