Searching Clients in List View

You can search for clients in the List view across columns using keywords. You can also search for clients using filters.

Searching with Keywords

To search for clients using keywords, complete the following steps:

1. Navigate to the clients List view.
   See Viewing Clients in List View.

2. In the Search field, enter a keyword such as the client name, type, or any other client information.

3. Press Enter.

   The clients in the List view are filtered based on the keyword.

Searching with Advanced Filters

To search for clients using advanced filters, complete the following steps:

1. Navigate to the clients List view.
   See Viewing Clients in List View.

2. Click the filters icon.

   The Filters pop-up window is displayed.

   The available criteria for filtering are based on the columns selected in the List view.

   Figure 1: Search Using Filters

   

3. Select one or more filtering criteria that are available in the Filters pop-up window.

   To clear your selected filtering criteria, click Clear Filters.

4. Click Apply.
   The clients in the List view are filtered based on the selected criteria.