This function is essentially the same as the CLASS menu item Search Clients. More information can be found here:
Page: Searching for a Client
The following shows the CLSIS Screens and then explains where the equivalent fields and functions have ended up in CLASS.
# | CLSIS field | CLASS screen | CLASS field | Notes |
|---|---|---|---|---|
1 | Family Name/Family Name Alias | Search clients > Clients | Last Name, Other / Organisation Name | Last Name Search no longer requires Wildcards, so for e.g. Typing in ‘Smi’ will produce all the Smith / Smiths / Smithys etc. The ‘Other Name’ field will capture any data there which may include Alias’s, Nicknames, Middle names etc. This field is also for Organisation Names where the Client is of that Type. |
2 | First Name/First Name Alias | Search clients > Clients | First Name | As above, this field no longer requires Wildcards. |
3 | Suburb/Town/Locality | Search clients > Clients | Suburb |
|
4 | Postcode | Search clients > Clients | Postcode |
|
5 | Phone | Search clients > Clients | Not in CLASS Client search screen | This feature is available via the CLASS Conflict Check Screen. |
6 | Client ID | Search clients > Clients | Client ID |
|
7 | File No | Search Services > | File Number | Note – requires Search Services Screen, and may need to dragged into columns using ‘Customise/Customise Columns’ button on search screen |
8 | Client Type | Search clients > Clients | Client Type |
|
9 | Date of Birth | Search clients > Clients | Date of Birth | Format is dd/mm/yy or dd/mm/yy so for date 22 of June 1935, these searches will work: 22/6/35, 22/06/1935 |
10 | Unknown (Date of Birth) | Search clients > Clients | Date of Birth Type | Not in CLASS Client Search but will be available using CLASS reports |
11 | Most recent activity date | Search Services > | Not in CLASS Client search screen | Use ‘Last Modified’ in Services Search screen |
12 | Client ID | Search clients > Clients | Client ID |
|
13 | Client Type | Search clients > Clients | Client Type |
|
14 | Client Name | Search clients > Clients | Client Name |
|
15 | Suburb/Town/locality | Search clients > Clients | Suburb |
|
16 | Postcode | Search clients > Clients | Postcode |
|
17 | Sex | Search clients > Clients | Gender |
|
18 | Date of Birth | Search clients > Clients | Date of Birth |
|
19 | Family Name alias 1 | Search clients > Clients | Last Name, Other / Organisation Name | Use ‘Last Name’ or ‘Other Name’ field will capture data which may include Alias’s, Nicknames, Middle names etc. This field is also for Organisation Names where the Client is of that Type. |
20 | First Name alias 1 | Search clients > Clients | Last Name, Other / Organisation Name | Use ‘Last Name’ or ‘Other Name’ field will capture data which may include Alias’s, Nicknames, Middle names etc. This field is also for Organisation Names where the Client is of that Type. |
21 | Family Name alias 2 | Search clients > Clients | Last Name, Other / Organisation Name | Use ‘Last Name’ or ‘Other Name’ field will capture data which may include Alias’s, Nicknames, Middle names etc. This field is also for Organisation Names where the Client is of that Type. |
This functionality is the equivalent to the ‘Client Services‘ Tab available on each CLASS Client screen. Locate your client first, then click on the tab at the top of your screen. See more about this here:
Page: Clients
# | CLSIS field | CLASS screen | CLASS field | Notes |
|---|---|---|---|---|
1 | File No | Service > Client Service Tab | File Number | May need to dragged into columns using ‘Customise/Customise Columns’ button at top of screen |
2 | Matter ID | Service > Client Service Tab | Matter ID | May need to dragged into columns using ‘Customise/Customise Columns’ button at top of screen |
3 | No of Other Parties | Search Service > Additional Details | No equivalent field but See notes. | The additional details tab provides a list of parties associated with this service. |
4 | Case ID or Advice ID | Service > Client Service Tab | Service ID | Renamed. |
5 | Activity Type | Service > Client Service Tab | Service Type | Renamed. |
6 | Case open / Advice open date | Service > Client Service Tab | Open Date | Open Date covers both Open Date for Cases (now a service) and also single Advice Date of Advice. |
7 | Case closed date | Service > Client Service Tab | Close Date | Only ongoing representation Services, which includes what were called cases, will have a Close date. See more information on how cases have changed here: Content by labelThere is no content with the specified labels
|
8 | Problem Type 1 | Service > Client Service Tab | Problem Type | |
9 | Problem Type 2-4 | Service > Client Service Tab | Problem Type | Merged into the one field |
12 | Other Party family name | Search Service > Additional Details | Last Name | |
13 | Other Party first name | Search Service > Additional Details | First Name |
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