Find a Client

There are a few ways to find a Client throughout your portal. We will highlight the most important ones here.

Using the Clients page

In the Menu at the top of the page, you will find a link to Clients. If you click on that link, you will get a page with all your Clients. On this page you can use our filtering, searching and sorting options to find the Client you need.

In the menu is a link to Clients
In the menu is a link to Clients

Using models when creating a Dossier, Invoice or Document

When you want to create a new Dossier, Invoice or Document for a particular Client, you will be presented with a pop up window to select the Client. Here we will use starting a Dossier as an example.

The easiest way to search for a Client is to start typing their name or email address right into the Client search field. Your portal will start giving you suggestions that you can pick from.

Search for the client that you want to create a new dossier, invoice or document for.
Search for the client that you want to create a new dossier, invoice or document for.
If you don’t know your Client’s name or email address, you can click the Select button next to the search field. This will open up another window with more filtering, search & sorting options to narrow down your choice.