In Staff view, you can find and open a client profile in two ways: using the Search box or using the client list.
To open a client profile using the Search box:
- On the Top Nav Bar, click the Search button , and then enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
- In the dropdown list of clients that is displayed, click the client’s name.
To open a client profile using the client list:
- On the Top Nav Bar, click the Clients button .
- In the list of clients that is displayed, find the client you want to open. You might have to filter the list or search the list to find the required client.
- When you find the client in the list, click the client’s name.