Displaying a Client

Do the following to display Client Dashboard:

  1. Click Client Dashboard on the Dashboard navigation panel.

  2. ClosedSelect a client.
    1. Click the right arrow on the Client Selection window to search by ID or name.
    2. Enter text in the box to display the top search results. As you type, you will see matching items from the most recent search results, with the first matching item highlighted and listed first in the grid.
    3. Do any of the following to select an item:
      • Press Enter to select the highlighted item in the grid.
      • Move from the text box to select the highlighted item in the grid. For example, press Tab, or select another field or button.
      • Click a record in the grid.
      • Select the grid, use the up or down arrow key to select an item, and press Enter.
  3. Click OK.