Find any client fast

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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?

  1. Log in to your Credit Repair Cloud account

  2. Click on My Clients

    RCR_1-001.png


  3. Enter your client’s name or last name in the Search by name or email field

    FCF_1-001.png

    As you type, the system will filter the results instantly and you can click on any contact as needed.

 

What other search options do I have?

There are additional filters that you can apply to your search by using the Advanced Search feature.

  1. Log in to your Credit Repair Cloud account

  2. Click on My Clients

    RCR_1-001.png

  3. Click on Advanced Search

    FCF_2-001.png

    The available search criteria / filters include:

    FCF_2-002.png

    *Start date: Select the date when the client was added.


    *Added From / To: Add the estimated time frame when the client was added.


    *Status: Filter by the contact’s status in the software.


    *Referred by: Select a referring affiliate.


    *Assigned to: Select a team member.


    *Phone Number: Enter the contact’s phone number.

  4. Click on Search

 

How can I find a client fast? - Video Overview

 

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