search

Step 1

After login, the system will direct you to the dashboard page. In left menu, click on Clients.

user-guide-client-nav

Step 2

After you click the Clients, the system will direct you to the client page. To search your particular client, you can clicked search button and type your client name, after that enter to search you client name.

user-guide-client-search

Step 3

After your particular client showing up, click on your desired client.

user-guide-client-search-result

Step 4

Now you can see client details information.

user-guide-client-details

Need more help? Ask us a question

Please let us know more of your details and our team will reach out to you very shortly.

scroll top