Search for data

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clip0052 See video tutorial SEARCH/FILTER DATA

 

In order to search for specific data click on   icon in left menu. F2 button opens it and closes as well.

In opened window three tabs are available:

 

1. Client - search for a client by his name, telephone number or ID number

2. Plicy - search for a policy by policy number or it's fragment

3. Vehicle - search for a vehicle registration number, car body number etc.

 

clip0023

"Search" window

 


 

Practical example: Find a client by his ID number and policy number        

Solution: Click on lupa icon or press F2 button. Make sure that in opened window CLIENT tab is selected. In ID number field enter client's ID number. If "search by a policy/name fragment" option is marked you may only type few first letters or digits. Click on search icon lornetka

Go to POLICY tab and enter a number of policy you want to find.