This guide will show you how to Find an existing Client Record in the database.

You can search for clients by Name, Client Group, Client Field or View all Clients. It is possible to export the search results into an Excel spread sheet.

A. Find Clients by Name

1. Login to Administration area of your website
2. Select Clients
3. Select Find Clients
4. Select Find Clients by Name
5. Enter the client's name or email address into the search box
6. Click Search
7. A list of clients who match the details you entered into the search box will display.

B. Find Clients by Group

1. Login to Administration area of your website
2. Select Clients
3. Select Find Clients
4. Select View Clients by Group
5. Select one or more Client Groups
6. Click Search
7. A list of all the client's in the selected group/s will display.

C. Find Clients by Field/s

1. Login to Administration area of your website
2. Select Clients
3. Select Find Clients
4. Select Find Clients by Field

Option 1 - Refer to screen shot 3: This section will return clients who must meet all of the specified search criteria

1. Select the Client Field you wish to search by, e.g. State or Next Date to Call etc (refer to screen shot 3, step 2)
2. Select how you wish to search for the criteria, either Equals, Not Equal, Greater Than or Less Than (refer to screen shot 3, step 3)
3. Enter the Answer you wish to search for, e.g. State > Equals > Victoria or Next Date to Call > Less Than > 20/09/2013 (refer to screen shot 3, step 4)
6. Click Search
6. A list of clients who meet the all of the specified search criteria will display.

Option 2 - Refer to screen shot 4: This section will return clients who meet at least one of search criteria specified

1. Select the Client Field you wish to search by, e.g. State or Next Date to Call etc
2. Select how you wish to search for the criteria, either Equals, Not Equal, Greater Than or Less Than
3. Enter the Answer you wish to search for, e.g. State > Equals > Victoria or Next Date to Call > Less Than > 20/09/2013
6. Click Search
6. A list of clients who meet at least one of the specified the search criteria will display.

Option 3 - Combine Option 1 and Option 2

1. Combine Option 1 and Option 2 to search for clients who must meet specified criteria as well as at least one of the other criteria.

D. View All Clients

1. Login to Administration area of your website
2. Select Clients
3. Select Find Clients
4. Select View all Clients
5. Click Search
6. A list of all clients within your database will display

Please note: You have the option to export any client search results into an Excel Spread Sheet.

1. Add a Client Record
2. Edit a Client Record
3. Import Client Records
4. Delete a Client Record
5. Setup Client Tabs
6. Setup Client Fields
7. Setup Client Groups
8. Verify a Client's Email Address

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