Search
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
Advanced Search
Quick Search
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’.
Database Search
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
Search
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