On the Search menu, select Client.

Enter the search criteria in any of the available fields:
         

• Select  and then select:

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

  • Responsible attorney: The user who has control over this client.

  • Created by: The user who created the client.

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

  • 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.

  • Modified date: Select the date or date range during which the client was last modified.

  • Created date: Select the date or date range during which the client was created.

Select OK.