Searching for a client

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This article will show you how to search for a client.

Navigate to the Clients menu
Enter the client details - you can search by any of the fields
Select the other searching options:
1. Active Only: returns only active clients (this is turned on by default)
2. Show Client Note: shows any client notes in the search results
Click Search

Tip: Partial search

You can also enter a partial search term for any of the fields if you can't remember the full details of. For example:

Searching for First Name = "Ja" will return all clients who's First Name begins with "Ja" such as "Jack", "Jan", "Jane"
Searching for Last Name = "Ne" will return all clients who's Last Name begins with "Ne" such as "Need", "Nelson"
Searching for Mobile = "99" will return all clients who's Mobile includes "99" anywhere in the number such as "0404 999 111", "999 123 123"

Clicking on any of the results under Name, Mobile and Address column links take you to the client record, and clicking on any of the results under #, Bookings column links take you to the Client History.

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