Client Search

To perform a client search, do the following:

1. Click the Find by drop-down and select a criterion.

2. In the Contains field, enter the search term(s).

or

3. Click the Start Date drop-down, select a month and enter a date in the text box.

4. Click the End Date drop-down, select a month and enter a date in the text box.

5. Click Save to save the search criteria.

6. Click OK to run the search.