Find, filter and export client and contact lists

Find a client (or contact if on Aiwyn Practice), narrow the Clients list and export the current view.

Find a client

1. Select Clients (if Aiwyn Practice select Clients & Contacts, then open the Clients tab).
2. Select Search or paste client numbers.
3. Enter part of the client's name or number, or paste multiple client numbers to retrieve a batch.
4. For firms on Aiwyn Practice, if an expected client does not appear, turn on Show inactive clients.
5. Select the row to open the client record.

Find a contact

The Contacts list is only available if your firm is on Aiwyn Practice.

1. Select Clients & Contacts, then open the Clients tab.
2. Select Search.
3. Enter part of the contact's name, email address or a linked client's name.
4. For firms on Aiwyn Practice, if an expected contact does not appear, turn on Show inactive contacts.
5. Select the row to open the contact record.

Filter the Clients list by column

1. Open the Clients tab.
2. Hover over the column header you want to filter.
3. Open the column menu and select Filter.
4. Choose a condition, enter a value and select Apply.
5. Confirm Column filters applied appears at the top of the screen.
6. Repeat on another column to add another condition.

To clear all filters, select Column filters applied, then select Reset Filters.

Export the Clients list

1. Apply the filters, filter tab. The export reflects the current view.
2. Select Export in the top-right corner.
3. Save the exported file according to your firm's data-handling policy.

Related

• Client list filter conditions
• How AND and OR change what the client list returns
• Client record and grid reference
• Contact record and grid reference
• Manage Client Groups