Client Linkage Inquiry:  Summary Tab

The Summary Tab contains the results of your Client Linkage Inquiry.  The information is sorted by client name.  Detailed information for each record is available on the Client Linkage Inquiry:  Access Profile List Tab

What would you like to do?

• Select a linked client and view detailed information

• Print a summary list of selected records

Notes:

• If the inquiry returned more than 400 rows, click More to view additional records.

• To refresh the summary list with the most recent data, click Update Screen.

• At the bottom left side of the tab, the Run Date and Time of the inquiry are provided, indicating the date and time this inquiry was performed.

• CitiDirect offers a quick sort.  Once all records have been retrieved, position the mouse pointer in the heading of the column containing the data you want to sort and click.  All records listed are sorted in ascending order, according to the data in that column.

• If you attempt to sort a column by clicking on its heading and you receive the following message:  "Cannot sort until all the rows have been retrieved," scroll to the last record on the summary form to ensure that all records have been retrieved.