Client Portal Search

1. From the left menu, click the Management module drop-down, then select the Clients link.
   
   
    
2. Click the Show Filters arrow from the top right corner to display the Search Filters.
   
   
    
3. The Client list can be filtered by Company name, First Name, Last Name, Email Address, Category, Department, and Status. 
   
   
    
4. Click the blue Search button to view the Search results.
5. Click the broom icon to clear the filters.
   
    

Search Clients using Contacts widget

This shortcut provides a quick way to find and access your clients. 

1. From the right margin, click the Contacts widget to open the Contacts panel. 
   
   
    
2. The client, employee, and partner/spouse portals are displayed in alphabetical order.  Any clients marked as Favorites will appear at the top of the list.
    
3. To search for a client, enter the first few characters of the Company Name, First Name, or Last Name in the Search field. You can also refine the list using the available Search Filters.
   
    
4. Click the "X" in the Search field to clear the search. 
   
   
    
5. Click the broom icon to clear the Search Filters.