Search for Clients

To use the New employee access to clients submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To search for a client:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Clients & Resources > New Employee Access to Clients.
3. On the grid toolbar, click on the Search Grid field and then enter a keyword related to the client.