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:
- Navigate to the Clients tab.
- 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.
- Click Search.
- Once you have located the client, click the row containing the client's name to go to their information page.