ClientSearchScreen

This business rule defines the configuration for search criteria and fields for the Client Search screen. The screen allows the ability to search on various client types such as Individual, Corporate or Producer. Upon entry to the screen, the default search criterion is Individual.

Please see the V9 XML Configuration topic in this help system for a list of all elements, attributes and values needed for configuration. View Business Rules | Screen Rules | ClientSearchScreen.

General Pane

The Client Search screen General pane displays the name of the rule, the properties of the Client Search screen and their associated values.

XML Source Pane

Configuration for this rule is done in XML via the XML Source pane. The XML Source pane includes XML Editor functionality that enhances the configuration experience. More detailed information on configuration using the XML Source pane can be found in the XML Source Editing section.