To facilitate your navigation through the software, some research tools exist. It can be useful in case you have a very long list of clients for example. You can search with numerous filters. This tool exists for your customers and for your staff. Just go on “Customers” or “Staff”.
The research bar will appear on the right of the page.
You can enter specific details if you are looking for one particular person (e.g.: name and last name). You can also make a broader search (e.g.: city: Edinburgh – this will show you all your customers living in this city).