 shirley
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| Joined: 18 Apr 2005 |
| Total Posts: 5 |
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Search
Posted: 25 Apr 2005 10:13 AM |
| Is it possible to do a search for the client's first name only? |
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cbirdwell
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| Joined: 08 Sep 2003 |
| Total Posts: 183 |
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Re: Search
Posted: 25 Apr 2005 10:16 AM |
Hi Shirley,
Yes, it is possible to search for a client by the first name. Here are the steps:
1. Go to "Client Management"
2. Click on "Files"
3. In the search box, type a space and then a comma and the first couple letters of the client's first name.
Here is an example:
If the client's name is Jane Doe, you will enter " , ja" in the search field.
Please let me know if that answers your question.
Thank you so much!
Carlye |
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Re: Search
Posted: 27 Apr 2005 12:31 PM |
Actually, you don't even have to type a space at the start of the search string. Just type a comma and 1 or all letters of the firstname. example below:
",shir"
the example above will return all client's with a first name of "shir". hope that helps. |
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