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.
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.