HOW TO SEARCH FOR CLIENTS
- Click the Clients/Contacts button.
- The Status can be set to search among Any, Prospect, Active, or Archived. In the Type, make sure that you have Individual is selected (if you would like to search for a business client, switch to Business). You can either type data in all or none of the available fields, depending on how you'd like to narrow your search. You can also narrow your search by the specific department associated with a contact. Finally, you can Sort By a number of different options depending on how you would like to view your data. To start the search, click on Find button.
- If you prefer to expand your search options, you can also click the Advanced Search button as shown above.
