Option 1 - Quickest way!
  • Go to CPD Status.
  • Search for the Client name and then in the reference column you will see a number - and this number is associated with the client.


Option 2. This is an alternative way of finding the Ref Number.
  • Go to "customer report" - which is mainly used when many CPD's are issued to a client - and want to see the details of a client, or if want to see how many CPD's have been issued - i.e. details of the CPD's, status of CPD's, etc.
  • Enter Client name in search box. 
  • If a client is on the system - it will show the client.

  • You can then click on View - which will show the details of the client. This will not provide the reference number. 

To obtain the Ref Number, you will need to generate a report.
  • So click on the button.
  • Complete the fields:
  • Input a report a name.
  • The email address that report must be sent to.
  • Select the format - PDF.
  • Then submit.
  • The Report will be emailed to you.

  • You will then receive the report, open it and will see client details, as well as the customer reference number.