Searching for an existing Client

  1. Using the top navigation bar, click People → Clients.

  2. To view Client information, click on the view button on the right.

  3. Use the ‘Add Filter’ feature to tailor your search and locate a specific Client.

 Screen_Shot_2019-07-31_at_3.46.14_pm.png

 

Was this article helpful?
0 out of 0 found this helpful