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To Search for an Existing Client

Enter RR5 with your password: Note that case is important, normally everything is in capital letters

Click on RR name (the ReadyRiter "banner")

 

Click on Search for Clients
In the drop down box “which field to search” select how you want to search e.g. Postcode and enter what you want to search for in the “beginning with” field, e.g. SG12


Click on “Client records (all)”
RR5 will list all records that satisfy your search criteria.

Click on the “Client Record” button to see complete record for a client


8. Click on “Close client record” and then “Close client search form”

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