Identity Search

The Identity Search screen (or an equivalent) is used wherever you need to find one of the people or companies involved in your Project.

When you first see this screen the bottom section, with the list of names, is blank.

If you know the name you require, enter it and click the Search button. If you don't know, leave the Name field blank and press the Search button and all will be displayed.

The system will list all the People or Companies that match your input.

If the Identity you require is in the list, click Select and the program will continue.

If the Identity is not in the list you can restart the search or the Maintenance Search has an Add option for you to add a new Identity. This will continue to the Identity Maintenance screen ready for you to add the Identity's details.