Clients > Searching for Clients

Last Updated: Jun 17, 2017 09:01AM CDT
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Being able to quickly and easily locate a client is very important. Our software allows you to search your clients by last name, first name and email address.

To search for a client:

  1. Navigate to the Clients tab.
  2. Enter the information you wish to search by. You can enter partial information. For example: if you know the client's last name starts with an 'A' you can enter just 'a' in the search field.
  3. Click Search.
  4. Once you have located the client, click the row containing the client's name to go to their information page.

Sorting the client list:

You can sort the list by first name or last name. To sort by a column click on that column heading. The list will be sorted in ascending order by that column. To sort descending, just click the same column heading again.


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