How to find or search for existing clients and open their profile
Video Walkthrough
Step 1: Select Clients >> Clients List
Note: Select Clear to remove filters from previous search.
Step 2: Choose the Program(s) from the dropdown menu:
Step 3: Select Client status (Active, Exited, All):
Step 4: Select Show/Hide columns to hide any columns you do not wish to view.
Within the Show/Hide columns pop-up menu, drag, drop & reorder columns as needed
Optional: To filter through the list within any column, begin typing your search parameters next to the magnifying glass icon:
You may filter further by moving on to another field and entering more information as shown below.
Select the funnel icon to filter available options within that field. For example, English language only:
Step 5: Once you have located the client, Click to select the client profile:
