1. Select the Clients tab in the Ribbon to access all Client data.
2. From the Client list, choose the Search Criteria dropdown to select a specific data set to filter.
3. Enter specific text in the Search field to filter by Client or Contact name or Tag.
4. To view or edit a specific Client, click on the Client name or the View or Edit buttons.
5. When choosing to search by Search Criteria, select the data set to be filtered from the dropdown window. The list will populate with the search criteria options available to all firms and also client custom fields specific to your firm. If a Client Custom Field is a text field, you can search this field by typing in a word to search and click apply.
6. Enter required text or select from options on screen.
7. Click Apply.
8. Multiple data set searches can be combined in a single search by returning to the Search Criteria dropdown and making another choice. To remove Search Criteria, click on the X found on the right in the gray box.
9. A search can be saved and shared with other users by clicking the Save search button. Saved searches can be found at the top of the Search Criteria dropdown list. (Note - Save Searches that are shared with the team are editable by other team members)
10. Scrolling to the bottom of the page will reveal the buttons for exporting Client and Contact data to .csv files as well as hiding/showing Inactive Clients.