It is important to be able to view your client list in a few ways and find clients quickly. You can find clients a number of quick and easy ways:
1. List all Active Clients.
2. List all clients by the first letter of their last name.
3. Using targeted search.
Tip: Client search helps you find a client when, for example, you only have a phone number..
How Do I View All Active Clients?
Navigation: Clients
Step 1
- Do not enter text in the search box. Click "Show All" or "Go" to the right of the search box.
Step 2
- ALL clients will populate in the list.
- Click a Client Name to access their Client Account.
Tip: Viewing a list of all of your clients is helpful when you need to email all clients, for example about a price increase or policy change.
How Do I Find a Client Alphabetically?
Navigation: Clients
- Click on a letter of the alphabet to view all clients with their last name beginning with that letter.
- Click the Client Name to access their Client Account.
How Do I Search for a Client?
Navigation: Clients
- Enter 3 or more characters (i.e. type "cas") into the Search box, click "Go."
- Search Results List will display all matches where "cas" appears, such as: last name "Casson," pet name "Case," alternate contact "Casey," or email address "[email protected]."
- Click the Client Name to access their Client Account.
Tip: Client Search allows you to search for a specific client, by any of these fields, it returns all matches, which is helpful when a client emails and you only have their email or can only recall a pet name:
- Client First Name and Alternative Contact First Name
- Client Last Name and Alternative Contact Last Name
- Pet Name
- Client & Alternative Contact Email Addresses
- Landline or Mobile Phone Numbers
Note: To include Inactive clients in Search Results, check "Include inactive clients."Was this article helpful?
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