How to Search for a Client

Created by Dan Fields, Modified on Wed, Apr 26, 2023 at 11:54 AM by Dan Fields

To search for a client:


1. Click "Clients" on the main menu located on the left-hand side, then click search.

2. Your assigned clients will auto generate once the clients tab is opened.

3. You can also filter you search results by adjusting the filters located on the page and then hitting the search button underneath the filters.


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