From the Eziplan Menu:
Clients - Client List
This will take you to the Client List page. On the Client List page you will find all the Clients already populated in your system.
You can use the Search Options button to open the search fields. You can search by the the Client's Full Name, Date of Birth, Suburb, Geographic Region, Post Code, Case Manager, Package and Referrer.
You can also use the Client Search option in the Top Bar. By entering in the name of the client record you wish to view and clicking the magnifying glass, you will directly access a prefiltered list. You can search by first name, last name or both.
Once you locate the client you are after you can access their profile details by selecting the link that is their name.
