From the Type box, select Client or Prospect.
In Find, select from your two search options
Click Begins with to type the first few letters of the client name
Click Contains (min 4) 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 the full name of the client. Click Go. (Tip: If you want to list all of your clients (or prospects), just click Go and they will be displayed.) Matches appear in the Available Records box.
Select the client name from the Total box, and then click OK.