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How to Search for a Client

  1. Click the Clients tab in the Resource Module.

All clients are identified by Name, Short Name, Address, Contact and Group.
!worddave37f63276b7af9306b4e2f96822f88ab.png|height=185,width=584!Column headers Clients tab












Clients tab
TIP: Click a column header to implement ordering the list according to that header.

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

NOTE: 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.
IMPORTANT: To start a new search, the Quick search field has to be cleared first by clicking the X in the field.
!worddavfae90af6a51e2bbb3ed4f7574a4ce79e.png|height=129,width=577!Quick search fieldClearing the search field








Client list narrowed by quick search


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