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:
How can I find a client fast?
Click on Clients
Enter your client’s name, last name, or email address in the Table Search bar
As you type, the system will filter the results instantly.
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
Click on Filters
The available filters include:
Name
Phone Number
Client Status
Billing Status
Plan Name
Assigned To
Referred By
Start Date
Added Date
Add the required filters
Click on Apply Filters
Alternatively, you can use the following Quick Filters:
Agreement Pending
Docs Pending
Report Pending
First Work Pending
Follow-Up Due
Invoice Pending
Invoice Past-Due
