How to Find Clients [Step-by-Step Guide]

You can find clients to manage them.

To find clients:

1. Click Clients from the left menu to expand its section.

2. Click My Clients.

3. Use the Search bar to filter by any of the following:

• Name: As defined in techSHIP.
• Code: As defined in techSHIP.

4. To refine the search, click the filter icon and modify any of the following fields:

• Show All (including disabled): Check to show all clients, regardless of their status (Active or Deleted). Note that deleted clients are shown as "Disabled".

5. Press Apply to review the filtered clients.

NOTE: You can click the arrow in the table's Client Name or Code column headers to sort in ascending or descending order.

To learn more about what you can do next, refer to the Clients folder in our knowledge base.