Jumping straight to a specific Client
From SchemeServe Help
To quickly move to a client's record when you know the Client ID:
- Login to SchemeServe
- Click the Clients Tab
- Enter the Client ID into the Client Search Box and Press Enter
The client record appears and you have the option to view the Client's Information or their associated Policies.
Video Tutorial
See Also:
Searching for existing Clients
Editing Client account details