Difference between revisions of "Searching for existing Clients"

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SchemeServe is based around your clients. It keeps client information together central to Cases. Clients can have as many Cases as they need.
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SchemeServe is built around your ability to serve your clients. All client information is stored together and related to the Cases that you create for them. You can create as many Cases per Client as you need to.
  
= How to find a Client =
 
  
To find a client, go to the Clients tab on the main page.
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== Finding a Client Record ==
  
From there you have a few options. List all of your Clients (if you have many Clients, you might not want to list them all at once), you can list them by letter or you can search for the Client by the Client's ID, their name or their post code (or partial post code).
 
  
Enter the search criteria and press Enter.
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#Log in to SchemeServe
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#Go to the '''Clients Tab''' on the Main Page
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#You can List all of your clients here
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#Or you can list them by letter
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#Or you can search by Client ID, Client Name, or Post Code (partial postcodes are OK)
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#Press Enter after entering search criteria
  
Any matches are displayed in a list below with options to view the Client's details or to View their policies.
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All matches to the criteria are displayed in a list. You have the option to view either the Client's details or to view the policies associated with them.
  
Once you have matching Clients, you can also export the clients in the list to CSV files. Either all of them or only the On Cover/Completed clients. There is also an option to export the Client's email addresses. You may want to import these for a marketing run or to send important information to all of your Clients.
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== Exporting Client Details ==
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You can export client records as a CSV (comma separated variable) file for use in Excel or other system. You can choose whether to export all clients in your chosen group, or only those currently On Cover or Completed.
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== Video Tutorial ==
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<html>
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<iframe width="640" height="360" src="https://www.youtube.com/embed/8o67DndqGq8" frameborder="0" allowfullscreen></iframe>
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</html>
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== See Also: ==
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[[Jumping straight to a specific Client]]
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[[Editing Client account details]]
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[[Importing Client Details from External Sources]]
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[[Exporting Client Details for External Use]]

Latest revision as of 12:40, 1 February 2017

SchemeServe is built around your ability to serve your clients. All client information is stored together and related to the Cases that you create for them. You can create as many Cases per Client as you need to.


Finding a Client Record

  1. Log in to SchemeServe
  2. Go to the Clients Tab on the Main Page
  3. You can List all of your clients here
  4. Or you can list them by letter
  5. Or you can search by Client ID, Client Name, or Post Code (partial postcodes are OK)
  6. Press Enter after entering search criteria

All matches to the criteria are displayed in a list. You have the option to view either the Client's details or to view the policies associated with them.


Exporting Client Details

You can export client records as a CSV (comma separated variable) file for use in Excel or other system. You can choose whether to export all clients in your chosen group, or only those currently On Cover or Completed.


Video Tutorial


See Also:

Jumping straight to a specific Client

Editing Client account details

Importing Client Details from External Sources

Exporting Client Details for External Use