3. Find a Client

This function is essentially the same as the CLASS menu item Search Clients. More information can be found here: 

 

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.

 

3.1. Client Activity History

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: 

 

 

#

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 label

There 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