While working on ProjectToolBelt, you will often search for a specific client and view its details. We have provided four different ways for you to find a client quickly and go to the Client's details page.
1) Quick search in the header of the application
Click the 
button in the top right corner of the application and select Client from the dropdown menu
Enter part of the Client's code, description, or name in the search box, and you will get a filtered list of clients to choose from.
Choose the Client that you wish to view.
The Client's detail screen will appear.
2) Client List page
To reach the Client list page, Click 
from the app selector and go to Clients
You can also reach the Client List page by selecting 
from the app selector and then going to Clients.
Start typing part of the client name, code, or description in the By Name, code search box, and you'll see a list of clients filtered by your search criteria.
Choose the Client that you wish to view.
The Client's detail screen will appear.
You can use the various filters to find the clients you are looking for, click the edit icon, and reach the detail client page.
Learn more about filters on the Client List page.
3) My Bookmarks
If you've previously bookmarked a Client, you can reach it from My Bookmarks.
Click 
in the footer of the application.
Select Client from the pop-up, and you will be able to see the list of Clients that you have bookmarked.
Click the Client you are looking for from the Bookmark list
The Details Client page will appear.
4) Recent Items
All the clients you recently viewed, edited, or added are stored in the Recent Items section.
Just look at the page's footer and click 
.
You can select Clients from the dropdown menu and then look at recently viewed, recently updated, or newly created Clients.
Click the Client you are looking for from the recent list.
The Client's detail screen will appear.
