Always search first to ensure that a Client is not already in the DCM database.

Should you not search first, then you will waste time entering detail on a new record and on saving being informed that this Client is already in the database. Should you continue and add this same client more than once, you can use the Merge feature to merge records. How?

Client details may have been migrated from an old programme or you may be starting a new database.

Either way, always search first. How?

• Press CTRL+O or Press F2 or Select Regular Tasks - Clients to open the Search Client form
• Key in the first three letters of the Client's Lastname followed by a comma and then the first three letters of the Client's firstname. This will return a quick result