Searching client records
A quick start guide to the Clients area.
Search
The clients area also allows users to search for clients using a variety of filters; they can then group the results based upon various client details.
Search for clients:
- By their assigned groups.
- By their assigned status.
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By their location; town/city, county and country.
- Location data is gathered from your client records.
- By their list of assigned documents.
Group client search results:
- By their status.
Permissions
When searching for client records, users will only see results for the client records that they have access to.
Access is determined based upon whether a user has been granted permissions to view or update any part of client records.
You control whether a user has access to:
- All client records in the system.
- Records for clients that they are responsible for; this is based upon the employees client list or the clients team.
- You can manage employee and client relationships from either the employee or the client record; it's solely down to how you choose to work.