USER GUIDES

  1. All user guides
  2. Client Management
  3. Client Records
  4. Search For Clients

Search For Clients

Overview

Quickly find your clients, notes, and files using the convenient search function.



Using the navigation search

  1. Start typing into the search field to quickly find a client.

    2. Find clients using : 

    name, note label, date of birth or client ID.

Using the "Client Page" search

The client page offers more detailed options for searching and filtering clients.


  1. Use the filtering tools to refine your search.