Step 1: Access the Global Search
- Identify that you have multiple clients and need to find a specific one.
- Look for the global search button in your interface.
Step 2: Enter Client’s Name
- Click on the global search button.
- Type the name of the client you are looking for.
Step 3: View Search Results
- Press the enter button after typing the client’s name.
- Observe that the client should appear in the search results.
Step 4: Conclusion
- Understand that this method allows you to quickly locate a client among many.
- Thank you for watching and encourage further exploration.
