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Intermediate searching

Michelle
  • Updated

 

  • 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:

  1. Client Age Greater than 65
  2. 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

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OR

The below search is targeting two fields as part of the criteria:

  1. Client Age Greater than 65
  2. 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

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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
  1. Client Age Greater than 65
  2. 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

  1. Client Age Greater than 65
  2. 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

mceclip2.png

 

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

  1. Client Age Greater than 65
  2. 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

mceclip3.png

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