How to search for clients and contacts - Quick Search and Filter
Client and contacts can be searched for in 3 main locations
- Context Free Search Tool
- Client Quick Search
- Client Advance Search
Client Quick Search
At the main contact layout you can filter/search for contact name, tag, phone number, filter or pet's name
To clear your filter criteria select the grey "X" in each filter or clear all the filters using red "X"on the right side
When you select a given client row, key information is displayed at in the header
Recent Clients is a setting defined in the main tab of site settings