Find a client by typing part of what you know about it. Search looks across every searchable client field at once, so you do not have to pick a column first.
Steps for non-Practice firms
- Select Clients in the left-hand menu
- Select the search field in the top right of the clients list.
- Type your search text.
The list narrows as you type. Clear the field to return to the full list.
Steps for Aiwyn Practice
- Select Clients & Contacts in the left-hand menu, then open the Clients tab.
- Select the search field in the top right of the clients list.
- Type your search text.
The list narrows as you type. Clear the field to return to the full list.
Search covers active clients only unless Show inactive clients is turned on. To narrow by a specific column value instead — everything in one office, say — use Filter the client list.
Related
- Client list filter conditions
- Filter the client list
- Export the client list