The client search bar lets you quickly find any client in your firm portal by name, email address, or business name — no need to scroll through a long list.
Client search bar on the Overview dashboard
What You Can Do
- On the Overview dashboard, locate the search bar that reads 'Search by client name, email, or business...'
- Click the search bar and start typing any part of the client's name, email, or business name.
- The client list filters in real-time as you type.
- Click on the client's name in the results to open their account.
- Press Escape or clear the search field to reset the list.
💡 Good to Know: The search is case-insensitive and supports partial matches — typing 'pet' will match 'Peterson Corp' and 'PetSmart'.
💡 Good to Know: The search works across all client types (Bookkeeping, Advisory, External, Pending) simultaneously.
💡 Good to Know: If no results appear, double-check the spelling or try a different search term.
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