Help SiteClinic Users Clients & ContactsHow to search for clients and contacts - Quick Search and Filter

How to search for clients and contacts - Quick Search and Filter

Client and contacts can be searched for in 3 main locations

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