Functionality within client search

Within the Find Client page, you can bring in more fields to make working with your data easier.

1. Right-click an active area in the grid and select Field chooser.


The Field chooser appears.
 
All fields in the Field chooser can be added to your Search window.

2. Select the field you wish to insert and drag to the position required.

You can also Group that column by dragging it up to the location titled Drag a column Header here to group by that column.

You can build a series of groupings by adding extra fields to the same area.