Access an Existing Client with Client Search
(This topic was formerly called Looking Up and Loading a Client)
Locate and access existing client records with the Client Search feature. The Client Search page is available from the Client Search tab on the primary navigation bar on the Home Page.
The following fields are available for searches:
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The primary search option fields are:
Client Code Client Name Policy # |
A drop-down list of available fields includes:
Address (includes Address 1 and 2,
City State Zip Telephone (includes Telephone 1 and 2) Email Address |
Client Seq # Supplemental Name Named Insured Contact Name Claim Number Claimant Name Policy Seq # Invoice Number |
You can use any of the above data types to search for clients. In general, you can have only a fragments of a name or a number and perform a search. The three exceptions to the rule are invoice, policy sequence and client sequence numbers. Only exact matches for these numbers will produce results in a search.
The following example of how client search works uses a client name. Suppose you have a client whose last name is Noble.
In your database, you could have a series of names or individuals and businesses that include the characters that make up the name, Noble:
- Arturo Noblesque
- Charles Noble
- Noble, Powers and Similitude, Esquires
- Simone Noble Beliveau
- Barnes, Noble and Bookman Architects
- Noble Artistic Structures
If you click on the Client Name button and enter just the name Noble, the search results will return client names in the system that begin with Noble:
- Noble, Powers and Similitude, Esquires
- Noble Arctic Exploration Outfitters
The reason for this result is because there is built-in code for wildcard characters at the beginning and end of an entry.
The assumed wildcard is coded into the end of whatever you enter—whether your entry is one or multiple words long. The assumed asterisk wildcard is there.
The Client Search feature includes support for two wildcard characters:
* An asterisk is a character that may be substituted for any of a defined subset of all possible characters. While extremely useful, using it in an informed manner will prevent unwanted, oversized results that drag down performance and waste resources.
“ A double quote character invalidates the wildcard
You can reverse the effects of the wildcard by placing the double quote character at the end of your entry.
In this example, you are effectively searching for an exact match because Sagitta won’t search for anything before or after the name typed. The only results returned are going to feature the one word name.
What Are Wildcards and Assumed Wildcards?
What is a wildcard?
A wildcard is a character that may be used in a search term to represent one or many characters.
What is an assumed wildcard?
In Sagitta, two wild card behaviors have been built into the code. One of these behaviors is built in the search string you enter already works as though there is the asterisk wild card present at the end of the search criteria you enter.