Client search

1. Select Client > Search or Home > Client Search from the menu.

2. From the Client Search page, enter a minimum of 3 characters (of name, grade, department or office) in the Search box. You can also carry out an extended search.

3. The results grid is populated after 3 characters have been entered and will adjust as further characters are added.:

   

4. Once the results have been displayed, choose an Action from the list.
   

Also see:

• Add, remove and order columns
• Change grid displays
• Contact search
• Export data from grids
• Mark items as favourties
• Sort column content
• Staff search