Search for Clients

Use the Clients tab under the Client Groups submodule to search for clients.

To use the Client Groups submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To search for a client:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the client that you are looking for.
3. In the left pane of the Settings screen, click Dimensions > Client Groups.
4. Click the Clients tab and on the grid toolbar, use the Search field to enter a keyword associated with the client.