Client file list
H/CFL
Format |
Explanation |
CLM |
Display list of Agency Files in associated "Group" code. |
CLB |
Display list of Business Files in your office. |
CLB/X15/ |
Display list of Business Files, in branch office X15. |
CLB/7AA7/ |
Display list of Business Files in branch office 7AA7. |
CLB/G |
Display list of Business Files beginning with G. |
CLB/N96/KIB |
Display list of Business Files starting with KIB, for own or branch office. |
CLP/HOOVER |
Display list of Personal Files associated with specified Business File. |
CLP/S8T/CAMPBELL |
Display list of Personal File associated with specified branch Business File. |
C*EA7-SERRETTA*ALL |
Display a list of all the client files named "Serretta" from EA7 pseudo city without knowing the business file name. |
CLP/HARLE-BAF |
Display list of Personal Files starting with BAF associated with the specified Business File. |
CLP/WINES-B |
Display list of Personal Files beginning with the letter B associated with specified Business File. |
CLB/YAT/ |
List Membership Business Files belonging to Membership Agency File (YAT). |
CLP/YAT/TOURS |
List Membership Personal Files for specified Business File. |
CL*S/SEARS |
Search across Selective Access or Group Code agreements for specified Business File Title. |
CL*S/SEARS-HAYES |
Search across Selective Access or Group Code agreements for specified Personal File Title. |
CL*L |
Redisplay last activated list. |
CL*10 |
Display File from List. In Smartpoint the applicable client file can be opened via a link. |
CL*PD |
Page Down the Displayed List. |
CL*PU |
Page Up the Displayed List. |
Note:
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Instead of a 'C' at the beginning of an entry, a 'S' can be used with most list entries.