Using the Client Search Bar

inStream search function makes it easy for you to find your clients and family members. The search function is located on the Dashboard and the Clients tab.

From the Dashboard tab, you can begin searching for clients. Enter the client and/or family member first or last name then click Search.

From the Clients tab, the search results display. To populate a client, click on your desired client or family member.

While in the Clients tab, you can also search for specific clients or family members. Enter the client or family member's first or last name then click Search.

From the search results, click on the person who you searched for.Using_the_Client_Search_Bar__Image_4.jpg

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk