Finding clients using advanced filters and custom client fields

You can filter the client list using advanced filters and custom client fields to find specific clients.

For a description of the advanced filters that can be applied to your client list, see Client list advanced filters.

To learn about custom client fields, see Custom client fields.

To find clients using advanced filters and custom client fields:

  1. Click the App Drawer button .
  2. In the App Drawer, click View All.
  3. In the list, click Clients. You can filter the list by entering Clients into the Search field.
  4. Click the Advanced Filter button .
  5. In the Advanced filters list, for each filter you want to apply to the client search, expand the filter type and select the required checkboxes.
  6. Click Apply Changes. The client list is filtered based on your selections.
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