Search for clients and prospects

You can search for specific prospects and clients or use the filter buttons to refine the list by client type, business type, status, or risk profile. 

  1. On the menu bar, select Clients. All clients are displayed. 
  2. To filter the client list, select the option button you want to filter by.        

For example, if you're looking for a prospect record, select Status > Prospect > Save. (Blue indicates the option is selected.)       

  1. To search for a particular client or prospect, type in the search box at the top right of the list. You can search by client name or client ID. The list is refined as you type. 

You can now edit a client record, manage client relationships, perform a client risk assessment, run a client ID check, complete a KYC assessment, or assign a risk profile.