Finding Clients

My Clients

All clients used in one of your organizations will be listed on the My Clients page. Click the menu item Clients in the sidebar menu and choose My Clients to open this page.

my_clients.png

You can use the search field on top to filter the list by organization or client name:

client_search.png

If you click on the name of a clients in this list, the clients details page will open:

client_details_page.png

Go to Client Settings for detailed information about the content of the client details page.


Related Pages: