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Print this pageForward this document  Finding a client

To find the client you are looking for, you can scroll through the client list but it is usually more efficient to use the Find client icon or press [Ctrl+F], then enter the client's name, the client number or the SIN in the Find client dialogue box and launch the search. (Note that this search utility is automatically activated when you type numeric or alphabetical characters in the client list.)

To search by name

Type in the last name of the T1 client or the company name of the T2 client you want to locate and make sure that the Name option is selected. Then, click OK or press [Enter].

If this client's name is there, the selector bar will place itself directly on it. If more than one client have the same name, the selector bar will go to the first family head having that name if the client list is displayed by family, or to the first person on the list having that name if the client list is displayed by individual. If the client name is not on the list, the selector bar will move to the client directly following that name in alphabetical sequence.

This search starts at the top of the file.

To search by client number

Type in the client number of the client you want to locate and make sure that the Client number option is selected. Then, click OK or press [Enter].

If this client number is in the file, the selector bar will go directly to it. If the client number is not on the list, the selector bar will move to the client directly following that number in sequence.

This search starts at the top of the file.

To search by SIN

Type in the social insurance number of the client you want to locate and make sure that the Social insurance number option is selected. Then, click OK or press [Enter].

If the SIN is valid and appears in the file, the selector bar will go directly to it. If it is not a valid SIN, you will get an error message. If the SIN is valid but does not appear on your list, the selector bar will stay put.

This search by SIN starts where the selector bar is positioned.

To abort a search, click Cancel or press [Esc].


January 19, 1999