Client Search Facility

Search for any part of the client string.

Results:
  • Clients that match the search criteria appear.
  • Select one or more clients and apply actions to selected clients.

To search, do the following:

  1. Go to Reports > Clients.
  2. At the top of the screen, enter search criteria and click Graphics/search_icon.png.
    Clients that match the search criteria are displayed in the list.
    Click to expand in new window
    All Clients Search
    Graphics/all_client_searchFacility.png