You can use your Client List to find clients and view/edit their individual client profiles. There are 2 different methods you can use to search for clients - Search Client Fields and Search Client Notes.
The first method we will cover is Search Client Fields. Just use the search bar on the top right of the client list to type in some information that will appear in any of their client fields -
You can search by first name -
By last name -
Or by email address -