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Access online learning video on this topic

The checkboxes at the bottom of the Find Clients page assist you to search.

Hide form when only one item found

If your search finds only one instance of the entry, the client's page will open immediately.

Search any part of name or code

Will search for every instance of the characters supplied. For example, search on "cal" will produce:

• Cal Jones

• Jenny Calabrisi

• Berry Technical

Include closed clients

Will include closed clients in your search displayed with a line through the name and code.

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