Searching for Clients

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 the Clients tab such that the Clients & Matters form is shown by default
  • Enter the name of the client/project and select All from the status drop down or just specify a status option e.g., Active/Inactive/Prospect
  • Click the Search button such that the clients/projects satisfying the search criteria will be returned

client search