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:

  • Instead of a 'C' at the beginning of an entry, a 'S' can be used with most list entries.