Clients Search Page
The Clients search page is your central hub for all client records. It provides a searchable list so you can quickly find and manage client profiles.
At the top right is a Create Client button for adding new clients. A search box lets you filter the list by name, email or phone number; start typing and the list updates instantly
Each row in the clients table shows the Unique Client Number, Name, a Cases column showing all the cases created for the client, Client Number, Email, Phone Number, Date of Birth and Created On
The Cases column displays tags, such as “Draft - AEWV” or “In Progress - Limited Visitor Visa,”
So you can see at a glance what cases are in progress for each client. Clicking a client row opens their profile (see Understanding the Client Profile ) in a new tab where you can view or edit details and open cases.