How do I find out if John Smith from 1 High Street is already a client?
The answer here is to use the conflict of interest search. In the search box type “john smith;1 high street” click the client radio button, ensure that the ‘and’ radio button is checked also and click the search button in the bottom right corner of the screen. The purpose of the ‘and’ search is to bring in any entries that have ‘john’ AND ‘smith’ AND ‘1 high street’. The purpose of the semi colon between smith and 1 is that these words are likely to be different fields on the client’s contact information screen and need to be kept separate.
