Search SMART clients

Overview

Important information

Be aware of the following criteria when searching a client.

What you need to be aware of when searching for a client

• A minimum of 3 or more characters must be specified
• People and organisations have
  • unfamiliar names such as Zhang Li Chi, OR
  • names are spelt differently, such as Stuart, Stewart, Stuert, OR McKenzie, MacKenzie, McNabb, McNab, MacNab,
  • abbreviated names such as Dept instead of Department, OR NZ instead of New Zealand
• Misspelt names.
• Alphanumeric names such as 4RF.
• Hyphenated names, such as Cooke-Willis.
• Multiple client numbers for organisations such as Telecom, and Vodafone.
• Organisation name changes and buy-outs, such as Fonterra used to be the NZ Dairy Board, and Fonterra bought out Mainland and Tip Top.
• An Organisation name may differ tothe Billing name

Tip

• A new client must be a legal entity. PIB 47 explains the legal entity status.

Step by step guide

Follow the steps below to search for a client.

Step 1

From Search the Register click Search Clients.

Tip

• You do not need to Logon to search the register

Step 2

You have an option to either:

• search by client name OR,
• search by client number.
   
• Click the arrow next to Organisation Name and choose an option.
• Type the first 3 or 4 letters of the name.
• Click Search OR Enter from the keyboard.

Tips

• This example search is by client name.
• Contains provides greater search options

Step 3

A list of records displays your search results.

• Click the client number to view client details OR,
• Click Next to continue searching for the correct client.
   

Tip

• If a client has multiple client numbers then choose carefully

Step 4

The Maintain Client Details screen displays the client result.

Click the link to view the client’s address and contact details

Step 5

Click any link highlighted to view further details of client addresses and contacts.

Click Back to return to exit.