The Clients list provides the opportunity to access a full list of your organisation's clients and create custom search lists that match specific criteria.
You can keep saved client searches private or share them with everyone in your organisation.
From these lists, you can easily navigate to a client’s records and information.
Creating a custom search:
A custom search can be used to generate a list of clients who meet specific criteria. You can add multiple filters to a search including Age, Gender, Key worker, and more.
Navigate to Client records via the Switcher
Select Clients from the menu
Click + Add custom search and enter a title
Add one or more filters, entering criteria as you go
Tick whether you would like to have inactive clients included in your search
Click Finish to generate your custom list of clients
NOTE: Any client list you create will be private by default.