The fastest way to find a client is to search by name or last name.
In this article, you will learn about:
To start, make sure you have the following:
At least one client profile added to your Credit Repair Cloud account
How can I find a client fast?
Enter your client’s name, last name, or email address in the Quick Search bar
As you type, the system will filter the results instantly.Click on your client's name
What other search options do I have?
There are additional filters that you can apply to your search by using the Filters and Quick Filter features.
Click on Clients in the Side Navigation menu
Click on the Quick Filter dropdown
Select an option from the menu
The available options are:
- Agreement Pending
- Docs Pending
- Report Pending
- First Work Pending
- Follow-Up Due
- Invoice Pending
- Invoice Past-DueClick on Filters to use other filtering options
Here, you can filter/search by:
- Name
- Phone Number
- Client Status
- Billing Status
- Plan Name
- Assigned To
- Referred By- Start Date
- Added Date
Click on Apply Filters