How to Find an Existing Client
Last updated
Last updated
On the side menu go to Clients.
You have few ways to find a client in the table:
Click on the column header which you want to sort by.
For example, click on the Last Name column header to sort the list by the clients' last names. Click again to change the order from ascending to descending and vice-versa.
On the column header enter or select the value you want to filter by. For example, enter the client ID to find a specific client or select a status in order to filter the list by that specific status.
Enter one or more tags to filter the list by these tags. Note that if you select more than one Tag, the table will display only clients that matched all the tags you have selected.
After you find the desired client, click on the green icon to reveal more information about the client. Click on the red icon to hide the additional information.
Click on the Eye icon to enter the Client Page
