You can search for clients that you want to view, edit, or delete. You can search by name, client number, or contract number.
-
In the task menu, click
.
-
Search for a client by using one of the follwoing methods:
- If you know the exact information of the client, enter a client name, a client code, or a contract number as the search criterion. A faster search is performed based on the explicit search criteria you provide.
- If you do not know the exact information for a client, search for a client by entering at least one character of the client name, code, or contract number as the search criterion.
-
Click
Search.
If any users match the search criteria, the clients will be listed in a table on the page.
-
From the search results, select the client that you want to view, edit or delete.