Find a Client Code Dialog Box

Use the Find a Client Code dialog box when you need help completing a client field such as Client Code, Bill To Code, Ref. Code, etc. You can search using the client code (full or partial) or other types of data contained in the client record.

How to access this dialog box

Click Clients from the Global Navigation Menu on the Sagitta Home Page or other pages throughout the system.

Using the Find a Client Code dialog box to perform a search

The search results will include up to x client records, where x is the number shown in the "Return a maximum of _x_ records" field. The agency's system coordinator sets the default number during system personalization. You can change the number for this search. If you leave the field blank, the system will return ALL records found. For best system performance, a setting of 50 or less is recommended.

• If you know the client code or the first few characters of the client code, type the full or partial client code in the search field; then click Starts.

• If you do not know the client code, type 1-3 search criteria*, separated by spaces; then click Contains.

*For the search criteria, use data that might exist in the client record fields listed in the table below. The system looks for client records that contain any one of your search criteria.

Fields	Search tips
Client Name	Full first name, last name, or both.
Address #1 and #2	Street name. (Omit St., Lane, Rd., Ave., etc.)
City	City name. (Do not use the city name 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.

When the system finishes the search, the Client List appears below the Find a Client Code dialog box.

About the Client List

The system lists clients alphabetically by client code not by client name. The amount and type of information shown in the Client List varies depending on the method you used to access it.

If you clicked	The list includes columns for
Starts (use with full or partial client code)	Client Name, Address (from Address #1), City, State, Producer, Servicer, and Client Code.
Contains (use with data 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.

Using data from the Client List to complete the field

In the Client Name column of the Client List, click the client whose data you want to use to complete the field.

The system completes the field using data from the client record you selected.

Buttons

Click	To
Starts	Open a Client List showing the client whose client code matches the full or partial client code in the search field. (If you search for a partial client code, more than one client name may appear in the list.)
Contains	Open a Client List showing clients whose records include a match to any one of the search criteria in the search field.
Cancel	Exit the Find a Client Code dialog box and the Client List. The cursor returns to the field it was on when you clicked the magnifying glass button.