Selecting Staff and Clients from drop-down lists

There are places where a staff member or client needs to be selected from a drop-down list.
Staff responsible
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:

  1. Click on the underlined field label

Staff responsible v2

  1. This will open a new record where you can find the staff or client record.
  2.  Locate the desired staff or client record by entering their first or last name and hit <enter>.
  3.  Copy the Staff or Client ID (see ID numbers) – highlight the ID number, select “Edit” and “Copy”.
  4.  Paste the ID directly into the field – “Edit” and Paste”
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