Finding a Client

 

1. Click on Clients on the ABE spine. The Find Clients screen is displayed.

2. If you want to:

·   Find a particular client, type the client name, phone number or address. As you type, a list of possible matches appears beneath the Find Box. If no matches are found, the list appears empty. See Search as you type

Note: You can use wildcards in your search. For more information see Wildcards .

·   Display all clients, click Show All.

Note: Clients are listed numerically by Client #. To list clients alphabetically by Name, or other criteria, see -Auto-Sort .