Name searches

When you search for the whole name, Gambler’s Help Connect will look for records that match ANY of the search terms you use. In this example you can see that when searching for Brian Jones, Gambler’s Help Connect listed all clients named Jones (as well as Brian). If you enclose the whole name in double quotes, e.g. “Brian Jones” the search will only return client records that are an exact match.

This search also returns results where any of the words in the client record match your search term. This includes email address or street name.

$C:\Users\Bill\Documents\CMS\Captures\Screens\client search by whole name.png$

Surname search

You will note that the search result using the surname only is identical to the previous illustration.

$C:\Users\Bill\Documents\CMS\Captures\Screens\client search by surname.png$

Given name search

In this example a search using the given name has yielded a single result – had there been any other Brians

$C:\Users\Bill\Documents\CMS\Captures\Screens\client search by given name.png$

UR number search

Searching by UR number is fast and accurate – as long as you know the number. You can search by part of the UR number if you don’t know the whole number.

$C:\Users\Bill\Documents\CMS\Captures\Screens\client search by UR.png$

Phone number search

Occasionally you might receive a call without getting the name of the caller but with their phone number displayed on the call log.

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Merged clients and other identifiers searches

There are two other elements of the keyword search you should consider:

Merged records - Client records are merged when a duplicate registration is identified. If you select Include merged $C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\include merged.png$ your search will include merged records.

Other identifiers –is a free text field in the client record which can be used to record additional identity details not recorded elsewhere, e.g. a UR number from a local case management system. Values in this field will also return results in a client search.

Searching for a client record

The client action icon

You can search by all or part of a client’s name, by their UR number or by all or part of their telephone number.

To search for a client record:

1 In the Navigation Menu select Search: Clients.
The Clients search page displays.

2 Enter the client search term you want to use in the search field and then click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\searchb.jpg$ .
Client records matching your search display.

The client action icon

The client action icon $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\clientactionsicon.png$ displays at the end of each row in the list. If you hover your mouse over the icon an action menu displays.

$C:\Users\Bill\Documents\CMS\Captures\Screens\client actions.png$

Depending on the option you select you can create a new individual or group case for the client.

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View an interactive image of the client record.

Organisations

With the organisation keyword search you can look up the details of any organisation registered in Gambler’s Help Connect.

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