Searching for Clients

In the Clients list, you can use the Search clients to display a specific client.

To find the required Client, enter any characters of the client name and press Enter. FYI searches for all clients containing those characters anywhere in the client name. You would usually type the first few characters of the name but you can type any characters that are in the name.

Where more than one client is found, it displays all clients with these characters in the Name.

You can also search for clients by entering all or part of the email address as the search criteria.

To change the displayed client, from the Clients List type over the client in the Search clients to search again.

You can also use the Export Code and Client Code from Xero Practice Manager when searching for a client. Simply enter all or part of the code in the same way as you would enter all or part of the client Name to find a client.

In the Client - Summary tab, the Client Details section holds the Export Code and Client Code from Xero Practice Manager for each individual client.  Refer to Client Summary.

Note: Client Code is not available for UK sites.

Custom Fields in Clients List

If you have set up Custom Fields in your Xero Practice Manager (for example, to distinguish the client type,  to record additional address or contact information, or for other indicators) you can include these as columns in the Clients list. You can then sort or filter on the column. Refer to Adding/Removing/Moving Columns in a List and Sorting and Filtering and Client Custom Fields.