How to Search for Client Files

Owned by Julian Castellanos
Last updated: Feb 27, 2023 by Nicole Cockcroft
1 min read

Note:

It is very important to write the Client's File information in the search bar exactly the way that you saved it. Make sure not to add additional spaces at the end while writing your information, as it is case sensitive.

1. Click on the Client's tab

2. In the search bar, select All statuses, write your client's First and Last name and click Search

Info:

To narrow your search, you can include the client's company, contract number, start date, etc..