Client filter

Client Filter

Accounts-Search

1. Left click the plus symbol next to the Client field to open a drop down box.
   1. Choose a client from the dropdown box, and repeat this step if you need to add more clients.
   2. Alternatively, type each client code into the field, separating them with commas.
   3. You can also use the Smart Search field, where you type and select clients, adding a comma to separate each one.
   4. After entering the client(s) and any additional criteria, click the Search button to find results.