By selecting this section, you are able to access a complete list of Clients in spreadsheet format.  This is useful for sorting, filtering and locating data.

You can use all of the grid functionality (sorting, filters, etc.) as described in the CoolFocus Standards: Grids section.

Search

When the Client List opens, enter a Last Name (or first naem, DOB, Cleint ID number, external ID number) in the Search box, like "Smith' in the example below. 

Click Search to see a list of people matching your entry.        

Click on the name you need and click Edit.

When you have finished, click Clear Search.

Advanced Search

From the Client List you can also select Advanced Search in the upper right corner. Advanced Search is also a selection from the Client Category in the left sidebar of the Client Dashboard.

Click here for more information on Advanced Search.

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