Sometimes you may have a lot of clients and want to find a particular client by email, first name or surname.
This can be be done via the "Client directory".
Then on the client directory you can find your client a couple of ways.
- By clicking the letters provided
Note: Directory is ordered and grouped by surname
- You can also perform a search and this is done by clicking on the magnifying glass.
You can search by the following.
- First name.
Searching by topic and creator
In order to search by topic or creator, then a bit more logic is required. You must prefix your search with either topic:
Or created by:
Note: the colon character is required
Once you're happy with your search, then hit the enter key to perform your search.