Search for Clients

Use New Employee Access to Clients in the Clients & Resources submodule in the Settings module to search for clients.

To use New Employee Access to Clients in the Clients & Resources submodule, you must have access to Settings as defined in User Access Rights under Settings.

To search for a client:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the client for which you are looking.
3. In the left pane of the Settings page, click Clients & Resources > New Employee Access to Clients.
4. On the grid toolbar, use the Search Grid field to enter a keyword that is associated with the client.