Client Search Results List

Use this list to select a client to work with. When you click the client's name, the system loads the Client Details page. From this page you can access all areas of the client's account.

Prerequisite

To access the Clients Search Results list, you must know either the client code (full code or first few characters) or at least one other piece of information contained in the client record (such as the client's first name, last name, street name, city, contact name, policy number, policy serial number, telephone number, or claimant name).

Important notes

• The amount of information shown in the Client Search Results List varies depending on the method you use to access it.

If you click	The list includes columns for
Client code (full or partial Client Code)	Client Name, Address (from Address #1), City, State, Producer, Servicer, and Client Code
Contains (Information other than the client code)	Client Name, Address #1 and #2, City, Contact Name, Policy Number, Policy Serial Number, Telephone #1 and #2, Claimant Name, Fax Number, Bill To Code, Producer(s), Servicer(s), and Status

• The system lists clients alphabetically by client code -- not by client name.

How to access this data grid list using the client code

1. Select Clients from the global navigation menu.

The Client Search page appears.

You can also access Client Search by clicking the Client Search tab on the Sagitta Home Page.

2. Set the option button to Client code.

3. In the Search String text box, type the client code (full or first few characters).

4. Click Search.
   
   The Clients Search results list appears. The grid shows the clients whose client code meets the criteria you entered.
   
   For each client, the list includes client name, address #1, city, state, producer, servicer, and client code as shown on the client record.

If only one client meets the criteria, you are brought directly to that client's Client Details page.

How to access this list using information other than the client code

1. Select Clients from the global navigation menu.

The Client Search page appears.

You can also access Client Search by clicking the Client Search tab on the Sagitta Home Page.

2. Set the option button to Client code.

3. In the Search String dialog box, type 1 to 3 search criteria.
   
   For the search criteria, use information that might exist in the client record fields listed in the table below.

Fields	Search tips
Client Name	Full first name, last name, or both.
Address #1 and #2	Street name. (Omit St., Lane, Rd., etc.)
City	City name. (Do not use if it applies to too many clients.)
Contact Name	Full first name, last name, or both.
Policy #	Full policy number.
Policy Serial #	Full serial number.
Telephone #	Seven digits. Do not include hyphen or area code. For example, enter 8487690.
Claimant Name	Full first name, last name, or both.

1. Notes

   • You can type the criteria in any order.

   • Separate the criteria with a space (or a comma and a space). Example Pelligrini Horatio Maple

   • You do not need to indicate whether the criterion is a client name, address, city, contact name, etc.

   • For best results, try to use a single criterion that is likely to be contained in a small number of client records. Example use Bagley; do not use John New York.

4. Click Search.
   
   The Clients data grid list appears. The list shows clients whose records include a match to at least one of the search criteria.
   
   The list includes each client's name, address #1, address #2, city, contact name, policy number(s), policy serial number(s), telephone #1, telephone #2, claimant name, fax number, Bill To code, producer(s), servicer(s), and status as shown on the client record.

If only one client meets the search criteria, you are brought directly to that client's Client Details page.