If it cannot be added to the Client List, then it is not something that Lacerte tracks/records.
My suggestion would be to print the General Info (usually just a page or two, so fairly quick) as PDFs into a standalone directory (like "X:\FindCA0615\", and then a searching software to find the key string that you are looking for (if it shows as "PTE", search for that). I use "Super Finder XT", freemium-ware (free to use, more options if you donate).
That will find you the documents--which are named by client #--that contain what you're looking for. I believe Super Finder XT's "export to list" is only available if you pay.
But even if you just keep two windows open, <this one> tells you which client to contact and <that one, either Lacerte or CRM> gives you the contact info to do so.
