- Searches are the easiest way to find clients
- Launch an Advanced Search by clicking on Advanced in the top right-hand corner
- Once a client list has been produced, a variety of actions can be performed in bulk
- A Multi-Layered Search refers to considering multiple fields
Multi-Layered Searching - Same Source
- A Multi-Layered search of the same source refers to two fields that live within the same Sub-Module of Client Manager
- For example, a Client's Age and Birthday are both 'Individual Summary' fields
AND
The below search is targeting two fields as part of the criteria:
- Client Age Greater than 65
- Birthday within the next 7 days
- The Condition that has been selected below is AND - meaning that a client must match both criteria (Age Greater than 65 AND having a birthday within the next 7 days) to appear in the lists of results
OR
The below search is targeting two fields as part of the criteria:
- Client Age Greater than 65
- Birthday within the next 7 days
- The Condition that has been selected below is OR - meaning that a client must match at least one of the criteria set (Age Greater than 65 OR having a birthday within the next 7 days) to appear in the lists of results
Multi-Layered Searching - Different Sources
- A Multi-Layered search with different sources refers to two or more fields that live within different Sub-Module of Client Manager
- For example, a Client's Age and Insurance data live within different sub-modules
- Client Age Greater than 65
- Hold an Active/In Force Insurance Policy
AND
Using the same example, we have had to select on Add Filter rather than the Green + to include a new module option. We have then select AND as the condition
- Client Age Greater than 65
- Hold an Active/In Force Insurance Policy
- The Condition that has been selected below is AND - meaning that a client must conform to both aspects of the criteria - older than 65 and hold at least one Active/In Force insurance policy
OR
Again using the same example, we have had to select on Add Filter rather than the Green + to include a new module option. We have then select OR as the condition
- Client Age Greater than 65
- Hold an Active/In Force Insurance Policy
- The Condition that has been selected below is or - meaning that a client must either be over the age of 65 OR, hold at least on Active/In Force Insurance Policy