How Do I Set My Preferred Client Search?

  • Step-by-Step Guide

You can access your profile two ways:

  1. Click on the "Profile" button underneath the date on the left sidebar. 


       2.Click on your name on the top right of the page; click on "Profile"

 Locate the "Preferred Quick Search" field in the Edit Preferences section. Choose from the drop-down list which tab you would prefer to be directed to when first searching for a client's profile.

Search

NOTE: If you select "Client Name Search", you will be able to search in the search box by both name and client ID number.


Click on the "Save"  button to save changes or "Cancel"  to discard the changes.


Adding User

This feature can also be set when adding a user. See How Do I Add a User? for more information.