Opening a client profile

You can find and open a client profile by using the Search box or by viewing the Client list.

NoteWhen searching for a client by name, you must use characters from the beginning of their first, middle, or last name. For example, a client named Jean-Paul will return as a result by using ‘J’ in the search bar, but not ‘P’ because this is not the beginning character of their first name or middle name.

In this article:

    To open a client profile using the Search box:

    1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
    2. In the list of clients displayed, click the client’s name.

    To open a client profile using the client list:

    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. In the list, click the client whose profile you want to open. You may have to browse the list, use the Search option, or filter the list to find the client.
    5. When you find the client in the list, click the client’s name.
    Tagged:
    Was this article helpful?
    (68 out of 68 people found this article helpful)
    Cancel