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How do I search for a client?

Admins can search for a client from Clients, or during the Job/Quote creation process.

CLIENTS 

From Clients, type the existing client in the Search box. Then, hit enter or select the magnifying glass icon.

 

By default, the search will pull from all items listed in the All Items drop-down. To search for a specific item, such as the client's name, address or email, select it from the drop-down.

 

Job/Quote Creation

From Jobs or Quotes, select Create a Job or Create a Quote. To search for an existing client, start typing the client's name in the search box.

*Note: You must type in at least three characters of client’s name, site address or phone number for the search to find that client.

Select an existing client, and the clients' address and contact information automatically appear.

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