Introduction
This page will allow you to search for a customer by their postcode prefix.
User Permissions
The specific user permission needs to be enabled to allow users to access and run reports.
Home > System Settings > User Permission Groups & Set Permissions > Click edit on the user group you wish to update
How to find the system setting
Navigate to the Reports page.
Home > Reports
How to use the Postcode Prefix search
When you get to the “Case General & Applicant Criteria” section, you will need to navigate to the “Applicant Postcode” field.
You can also just input the first two letters of the postcode to show more results.
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This is useful for those visiting firms in a certain area as you can see all firm in the relevant prefix with just one search. |
Once you have inserted the applicant postcode, you then click search and all applicants with the inserted postcode will show.