Type part of the name of the client you need into the Keyword field (minimum 3 characters)
Tap Search to display matching results.
Alternatively, search by Client Location or Client Contact by changing the search term in the dropdown before typing into the Keyword field.
Searching by location
When searching by location:
main addresses will display underneath the client name. Tap to open the client card or tap(three dots) to access the client quick actions menu
addresses of other locations will display in grey on a separate line underneath the client name. Tap to open the location card or tap(three dots) to access the location quick actions menu.
In this example, we've searched for 'ringwood' and the search results has found that AroFlo Enterprises has a main address and an additional location in Ringwood, whereas AVCEE Services only has a location in Ringwood.
Client Details can also be viewed from other areas, including the Task worksheet.
From the Client list, tap a client name to display information about the client. The main contact will be visible on the client header, while everything else will be displayed into related tabs:
The Notes and More tabs will have a counter on them if there is information contained within them, e.g. if a note has been added.