Clients > Looking up Clients

Looking up Clients

You can look up Clients on the Billing side in various ways:

In the Clients Index—see Using the Clients Index.
Using the QuickFind function in the Clients Index—see the "Finding Clients (QuickFind)" topic in the Attorney User Help or User Guide
In the People On This File list in the File Details window—see People on a File.
Using the Select People dialog to associate People with records—see the Common Functions > Selecting People topic in the Attorney User Help.
Doing a Whose File Is It? search—see the Files > Looking up Files > Whose File Is It?" Searching topic in the Attorney User Help.

The global Search function is available only on the Attorney side. For details, see the Search topic in the Attorney User Help.