- Clients, Groups, or Accounts
- Households (If entitled)

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Clients, Groups, or Accounts

1. Select the magnifying glass – if not already on the Clients, Groups, or Accounts window.

   - Generally, results to which you have access display.

2. Choose how to search based on information you already know:

   Client Name
   Account # or Primary Account Owner
   Account # or Custom Short Name
   Account # or FBSI Short Name
   Group Name

   - You can search for just clients, groups, or accounts at one time.

3. Enter criteria associated with how you chose to search, at least 1 character.

   - If searching by Group Name, to return system groups, enter All.

4. Select the magnifying glass.

   - Results reflect matches that "start" with your criteria.
   - Up to 100 matches display per page.

5. Select the check box of one or more results and select Add.
   or
   Select a link.

   - This prefills the window back where you launched the lookup.

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Households

If entitled to rebalance a household, you must look up a client designated in PM&R as a "household." Looking up a household differs based on your location in PM&R.

• If on Rebalance Setup:

  - From Rebalance Type, select Household.
  - Search defaults to Household Name.
  - Select the magnifying glass.
  - Results return households to which you have access, if available.

• If on Drift Report:

  - From Filter By, select Household Name.
  - Enter search criteria.
  - Select Filter.

• If on Manage Model Assignments:

  - Search by Client Name.
  - Select a client from the results.
  - A household displays Yes in the Household column.

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