R-Desktop : Adding and Maintaining Client Information (CIF) : Viewing Client Information : Searching for a Client
Searching for a Client
To search for a client 
1. Click . The Client Search screen appears.
2. Enter the name of the client. Use any of the following filters to narrow down your search, if desired:
• IA Code (Investment Advisor code)
• Designation
• Status
• Filter/Filter Type/Value
3. After search criteria has been entered, click . Search results are displayed.
4. If you want to export client information to an Excel spreadsheet, select the check box beside the client’s name for those you want exported, then click the Export Selected button.
Note: 
Partial entries can be made in the name fields. For example, if you enter “A” in the Last Name field, all clients who’s last name begins with “A” are displayed.
Advanced Search
The advanced search feature allows searches for existing clients using a variety of client, KYC, account, investment portfolio and user-defined CRM attributes.
The dialog includes 5 tabs where search criteria can be entered:
• Client Details
• CRM Attributes
• KYC Details
• Account Details
• Book of Business Values
In all cases where a range can be specified for an attribute, both From and To values are not required, and the following behaviour will be followed:
• If a non-blank value is specified for the From value and the To value is blank, there will be no upper boundary used and all values greater than or equal to the From value will be considered a match.
• If a non-blank value is specified for the To value and the From value is blank, there will be no lower boundary used and all values less than or equal to the To value will be considered a match.
To open the advanced search 
1. Click . The Client Search screen appears.
2. Click Advanced. The Advanced Client Search dialog appears.
3. Enter search criteria in any of the tabs, then click Search. The Advanced Client Search dialog closes and the search results are displayed.