Searching for a Business Name

Article ID: 3312

Last updated: 04 Jul, 2023

From your Client view in Practice Manager, there is an Advanced Search Options from the Client Type dropdown list for common filtering options. Select this option to display the Advanced Client Search dialog.

From here you can search for a client using a free text field. You can enter a business name in the input field to find your clients more easily.

Article ID: 3312

Last updated: 04 Jul, 2023

Revision: 2

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