Purpose & Benefit: Your client database is an invaluable tool for any business. These details help you follow up on new leads, easily generate repeat business with multiple Matters/Projects under the same client, and find information about your current and previous clients quickly and easily. Many times you want to find Clients for a particular Matter/Project.
Time and billing software by TimeSolv shows Clients and Projects listing for all active clients and projects by default. To search for clients that meet specific criteria:
- Click on Clients & Matters under the Clients tab.
- In the Search Criteria box, you may search for any term. It can be a client name, matter name, ID number, or even a comment in the description/notes.
- Specify if the client Status is Active, Inactive, Prospect, or select All to not limit your search results.
- Click the Search button such that the clients/projects satisfying the search criteria will be returned.