Setting up the Find Clients screen to display the client without opening up the details

This support note applies to:

• AO Practice Manager (NZ)
• AO Practice Manager (AU)
• AE Practice Manager (NZ)
• AE Practice Manager (AU)

Within Practice Manager, when you search for a client, you can elect to have the details shown just on the Find Clients screen or to open the client so that you can see each of the tabs and related data.

To search for a client and have the results displayed on the Find Clients screen, you will need to remove the tick from the checkbox 'Hide form when only one item found' and then type in the name of the client in the Search for field and click Search.

The client will appear in the Find Clients tab and you have the option of clicking on the client name to open the client and reviewing further details.