How to search for a client profile

Step 1: The first step is to open Base7 and click Clients

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Step 2: Type the name of the client in the search bar

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Step 3: Click on the client name to open their profile

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Step 4: And here is the client profile.

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Step 5: This is the client's number, if you know it, you can also search for his profile with this number.
That's it. You're done!

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Here's an interactive tutorial for the visual learners

https://www.iorad.com/player/101643/How-to-search-for-a-client-profile

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