Search for a Client

To Search for a Carrier:

1. Access Client Maintenance. See Access Client Maintenance for details.
2. Enter all or part of the client's Name, Code (Optimiz Display ID), or ID (Contract Manager internal ID). Searches by Name must use at least four characters.
3. Select how Contract Manager should search.
   1. Starts With returns only records that begin with the given criteria,
   2. Contains returns any records that contain the given criteria anywhere, and
   3. Exact returns only records that match the given criteria exactly. Exact is not available for Name searches.
4. Click Find Clients.

5. Double-click on the correct client. If only one client was found, Contract Manager will select it automatically.

Result

The selected client's information is displayed.