How To Search for a Client

You can use the global search bar in the top left of the Client tab to search for a client by SureImpact ID, in addition to First Name and Last Name.

You can also filter your search results by clicking the arrows next to each column header. For example, in the screenshot below, the search results are filtered by Last Name.  

The filters on the Client tab also have a "Clear Filters" button so users don't have to refresh the page to remove all selected filters. 

Steps to Using Filters

1. Click Client Filters on the right of the screen, just above the column headers.
2. Define search criteria.
   

    

   

   Note: Common use cases include:

   • Searching for clients that have never been enrolled in a program
   • Searching for clients by creation date
   • Searching for clients assigned to a specific staff member
   • Searching for clients by Client Group or Household
3. Click Apply.