v-3 Clients – Actions – Search & Advanced Search

Allows you to quickly perform a Search, or Advanced Search to target specific types of Client.

Rob Ward avatar
Written by Rob Ward
Updated over a week ago
  • Simply enter a Client name, or part of a Client name in the Search field at the top right of your screen

  • A list of matching results is displayed

  • Click on the desired result to go to the individual fileClick the ‘Advanced Search’ button to open or close the Advanced Search options

Here you can search on:

  • ID

  • Name

  • Company Name

  • Query

Click ‘Reset’ to clear the fields, or ‘Search’ to search on the information you have entered.

Using a combination will narrow your search down, e.g. searching for:

  • Company Name: ‘limited’

  • Contact Name: ‘david’

Will yield results for only Clients whose name includes ‘limited’ AND have a contact called ‘david’.

Here you can perform a ‘Database Search’ of Clients on your eBoss system.

  • Select the Industry / Skills and Statuses you’d like to search Clients for(Ctrl + click, or Shift + click with your mouse to select multiple items)

  • Click Search, or Reset to clear your selections

Here you can perform a Search on Notes / Status / Registration Date & Consultants

  • Enter the text you wish to search Notes for if required

  • Select a Status as required

  • Select a Date of Registration if required

  • Select Consultants if required

  • Enter a Department

  • Click Click Search, or Reset to clear your selections

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