The easiest way to find other records related to a Client referenced in a record shown in your search results is to use the “Related Info” Search feature. Highlight the record with the Client Number in question, right click and choose “Search for Related Info,” and “Search Using Client Code.” All records containing the same Client Code will be displayed.
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Finding other Records in Records Management Related to Client Shown on a Record in Search Result
Orion Desktop
Finding other Records in Records Management Related to Client Shown on a Record in Search Result
Finding other Records in Records Management Related to Client Shown on a Record in Search Result
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