Search clients (Overview screen only)

You can search for Offline and Standard (online) clients by name using the search feature on the
Overview
screen.
On the
Overview
screen, select
Search All Clients
.
You can search for clients using any of the following fields:
  • Client first name
  • Client last name
  • Client full name
  • Client email address
  • SP Client ID
  • Tax Client ID
  • Binder ID
  • Owner first name
  • Owner last name
  • Owner full name
  • Office Location
  • Custom field
While viewing client profiles, the search field appears on the navigation bar. You can also use this to search for other clients by name.

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