 Aimee
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| Joined: 09 Mar 2005 |
| Total Posts: 30 |
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Looking up clients by zip code
Posted: 10 Aug 2009 01:44 PM |
Hello,
Is there any way to look up a client by zip code or by her address?
Thank you,
Aimee |
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Re: Looking up clients by zip code
Posted: 10 Aug 2009 01:48 PM |
Hi Aimee-
Currently you cannot SEARCH by zip code or address, however this will be available in future release that will be out by the end of August. Currently you can run the "Client Files Report" sort by ZipCode (by clicking the column title) and look for her this way. Otherwise the searching options available to you are in the drop down menu provided. If I can be of further assistance don't hesitate in contacting us.
Blessings,
Ashleigh |
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Re: Looking up clients by zip code
Posted: 14 Oct 2009 10:40 AM |
Aimee-
As of Saturday there was an update released to CenterPiece, you can now search by address, city, state, AND zip code. Have a GREAT day!
Blessings,
Ashleigh |
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