Home > Clients > Client How To's > Finding a Client
Finding a Client
Click the down arrow next to
the Search By box and find the search option you want to
use. By default, the Search By option is set to "Last Name." You can choose to search by any of the following:
Depending on the option you chose in step 1, you will see either a drop-down list of search criteria or a space to type something in. Choose or type in your criteria and then press Enter.
matching your criteria will be shown. Locate the correct client and double-click to open their client record. You can then view, modify, or delete any information you want.
To see your entire client list on the hub again,
clear anything that has been entered in the criteria space and press
Refer to the Clients Hub topic for tips on using the Clients hub.
Go to File > Client Search to open the search tool.
Choose a Search By option, enter your criteria, and click Search.
Double-click the correct client in the list to open it.