From the Type box, select Client, Prospect, or Contact.
In Find, select from your two search options
Click Begins with to type the first few letters of the client name
Click Contains to type in letters that are contained within the client name
Enter the client file name you entered when you created a client profile (not necessarily the full name of the client). Click Go. (Tip: If you want to list all of your clients (or prospects and contacts), just click Go and they will be displayed.) Matches appear in the Available Records box.
Select the client name from the Total Records box, and then click OK.