Searching for a Client

To select a client use the Search All Companies dialog box.

To access this dialog box, click the currently selected client. This displays between the system's top menu and the current form:

Indicates the client ID and name as it displays in PrismHR, above the form and below the top menu.

To refine the search:

1. Enter Company ID, Company Name (which is the “doing business as” or DBA name), Legal Name, or Telephone number.
2. Click Refine.
3. To select the client, do one of the following:
• Click anywhere in the row.
• Enter the row number (the column on the far left) in the Select Row field and then press Enter.