ISSUE:

• Staff would like to display the new KSM client code AND the legacy Client code while using PE

SOLUTION:

• Select Client Search => PE Client Search
• Access the Column Selection:
  • Click on the "Columns" button located on the right side of the page.
• Select and Order Columns:
  • In the "Select and Order Columns" popup, drag and drop the "Legacy Code" column from the "Available" list to the "Selected" list.
• Save Changes:
  • Once you've added the "Legacy Code" column to the "Selected" list, click the "Save" button to apply the changes.
• Open the Client Search Page:
  • Navigate to the Client Search page and enter your search term (e.g., "12050") in the search bar.