On the Search menu, select Clients.

Enter your search criteria in any of the available fields:

• Text search: Enter any search terms. The application searches for client based on the name, description, or comments.

• ID: Enter the ID which uniquely identifies the client.

• Select the ellipses icon for each of the following fields and then:

  • Membership policy: Select the membership policy applied to the client.

  • Responsible attorney: Select the user that has control for the client.

  • Created date: Specify when the client was created.

  • Created by: Select the user who created the client.

  • Modified date: Specify when the client was last modified.

  • Modified by: Select the user who last modified the client. 

Select OK.