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  1. Click the Clients tab in the Resource Module.

All clients are identified by Name, Short Name, Address, Contact and Group.

Tip
Click a column header to implement ordering the list according to that header.

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2. For a more targeted search, enter a keyword in the Quick search field. With every additional character, the list of results will be narrowed.

Tip
A keyword can be any word or part of a word related to a client (for example, part of the name or address). The more keywords used in the search, the more targeted the search becomes.

Note
IMPORTANT: To start a new search, the Quick search field has to be cleared first by clicking the X in the field.
Tip

For more information visit our Resource Manager and Resources - How to pages.