Find a client

The Clients page is designed to make it as easy as possible for you to find the client you're looking for.

This article will explain hot to use the search feature and filters to find a client.

Search

1 - Navigate to the Client page.

2 - Type the name, phone number or client number into the Search field. The list of clients will search for results that match as you type.

Date filters

This feature helps you find a case within a specific date range.

1 - Click the Filter by date dropdown box to choose what criteria to apply your date to. 

Date case opened: Looks for clients where the open date of the case falls within the date range.

Date case closed: Looks for clients where the close date of the case falls within the date range. 

Date of session: Looks for clients where at least one session took place within the date range.

2 - Choose a Start date and End date.

4 - Click the Apply filter button.

Client Voices will show you the date range has been applied.

More filters

There is a set of filters you can use to narrow your search further. 

Here is how to use the filters.

1 - Click on the More filters button.

2 - Click on any of the dropdown boxes to filter your client list by case status, mentor assigned, ethnicity, gender, age range or funding group. 

3 - Click the Apply button to apply the filters.

4 - Click on Clear all filters to remove the filters applied and reset your search.