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How do I filter my client list?

Admins are able to search for a particular group of clients by using their Filtering Options. 

From Clients, select Show Filtering Options.

Choose to filter by Client Type and Client Custom Fields.

*Note: Not all custom fields appear as filter options. Admins will only see custom fields that are selected as Available on Client Search in Settings. 

To create new custom fields or make them available for searching, go to Settings > Client Settings > Customize Client View. 

After filling in your filters, select Apply Filters and Client List will display all the results of that filter.

*Note: Be sure to clear filters between searches.

 

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