Search Page Overview
Click the search icon in the upper right corner.
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You will see the page displaying the client search fields that you have added. In our example, these are three fields:
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To check if a client is in the database, fill out one of the fields and click Submit. If the system identifies the client, you will see the search result.
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To find out more information about the client, click the Client line.
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You will see the client’s profile in the system.
You can also view the Loan that was issued to the client. So, you need to click the Loan line.