Client search

  1. Select Client > Search or Home > Client Search from the menu.

  2. From the Client Search page, enter a minimum of 3 characters (of name, grade, department or office) in the Search box. You can also carry out an extended search.

  3. The results grid is populated after 3 characters have been entered and will adjust as further characters are added.:

    Client Search page - simple search.

  4. Once the results have been displayed, choose an Action from the list.
    Search results grid with Actions list highlighted.

You can also:

Search staff (if available)

Search contacts

Sort search results

Mark items as favourties

Add, remove and order columns

Change the grid column order

Export data from grids