To search for a client:
Click on "Clients"
Enter either the client's first name, last name, email address, phone number, and/or ID in the search box at the top right of the page
Click on the applicable client in the list that appears
To find a client using the client list:
Click on "Clients"
Click on "Client List" and select whether to view all clients, active clients only, or inactive clients only
Click on the letter that is the first letter of the client's last name
Scroll to the applicable client
The hashtag '#' button will display clients with last names that begin with a special character or number |
To find a client using reports:
Click on "Reports"
Click on "Clients" in the middle of the page
Select the applicable report
Scroll to the applicable client in the results
Exporting the report via the 'Download' option, and opening the report in a spreadsheet program (Excel, Google Sheets etc.), will give you more advanced filtering options.