On a platform with many clients, search and filters let you find a specific person fast.
Find a client
- Search by email — type part of the email address to locate a client.
- Add Filter — narrow the list by the available user fields (for example, status).
- Sort — combine a filter with a column sort to order the results.
Filters stack with search and sort, so you can, for example, search an email fragment, filter to Active clients, and sort by Created to find the newest match.
