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Running searches
Searches are led from the View Clients Page, as illustrated below ; there, several search options are proposed. If you know your aimed client's name, just fill it in the 'Name:' field and click on 
: her/his name will then appear in a clickable form on the top of the page, along with three buttons.
If, on the other hand, you are unsure of the exact full name, you can enter the beginning letters and run the search, or even click on one of the A, B,... letters : one way or the other shall lead to the displaying of all clients whose name begins by that group of letters or that initial, also yielding the three buttons pointed above.
The other fill-in fields allow you to run searches by username, address, email, reference, telephone and zip code/city ; again, it is possible to run a search by entering just one or several of the beginning characters. Three drop-down menus also provide the following search options :
- by service level agreement ;
- by credit control class ;
- by clients who have already made orders ('Clients with order and invoice only'), or those for whom a defined salesperson took an order.
Of course, several of these search criteria can be combined to run accurate searches.
Once a client (or a list thereof) has been displayed thanks to a search, clicking her/his name will lead you to this client's Management Page, a page of great importance. 
leads to the Modify Client Page, 
deletes the client's profile and the 
button's function is explained there.
Next: Exporting client data Up: Client search and update Previous: Client search and update