Client Manager Filters vs. Searches

Ever wondered when it's best to use a filter or text search in the Client Manager? Learn the inside tips and tricks to quickly find client files. You’ll learn about:

  • What data you can search for in the Client Manager
  • The various filters in the Client Manager and when to use them
  • How to combine search and filters to narrow results

Answer the polls during the webinar to earn 0.25 verifiable CPD credits.

Andrew Little

15 minutes

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