Finding Accounts and Contacts in the Clients Directory

Open People > Clients and choose Accounts or Contacts depending on what you need to find.

Search the right list

Select Accounts to find a client account or Contacts to find a person.
Search by name, email, or phone.
Use the available filters, such as Industry on Accounts, to narrow the results.
Review sorting and additional pages.
Open the record to inspect details and related information.

Customize the list

Use column controls to display the fields most useful to your work. Exports and import-template controls are also available where permitted. Filter and review the list before exporting, and inspect the resulting file's scope.

If a record is missing

Clear filters and confirm the correct workspace and tab. Search for alternate spellings or the email before creating a new record. Account permissions and contact permissions are separate, so access to one tab does not necessarily grant access to both.

A person found in Staff is an employee or vendor investigator, not automatically a client contact.