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Quick Search in the Client List Pane

Overview

The Client List pane allows you to perform a quick search for a specific client by last name of an individual or by the name of a company. The quick search allows you to enter characters and the client record that begins with those characters is selected.

Steps

  1. Click anywhere within the Client List pane to make it the active pane.

    CD_Quick_Search_Client_List_Pane.png
     
  2. Begin typing the characters that begin the client record; for example, if we were looking for the client record for Carl Sagan, the Client List pane lists records as last name, first name. We would type "Sagan" until the client record for Carl Sagan became active.
  3. The client vault for the client Carl Sagan displays in the Document View pane.

    CD_Quick_Search_Document_View_Pane.png
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