There are places where a staff member or client needs to be selected from a drop-down list.
As information is entered into the database, these drop-down lists may become very long, making it impractical to simply scroll down the list.
To easily find and add client and staff records:
- Click on the underlined field label
- This will open a new record where you can find the staff or client record.
- Locate the desired staff or client record by entering their first or last name and hit <enter>.
- Copy the Staff or Client ID (see ID numbers) – highlight the ID number, select “Edit” and “Copy”.
- Paste the ID directly into the field – “Edit” and Paste”