Navigation:  Common Side Menu Functions > Advanced Search

The Advanced Search allows comprehensive search of details stored within system.  Click on the expand/collapse arrow to open Advanced Search Panel.

 

Type in specific search criteria in the fields and click to retrieve results. Alternatively, especially if no details are known, you can leave fields blank and just click on (see Quick Search) for the first 100 results.

 

 

Once your search results come back, click to open up field for more detail.

 

Note: If searching for all Clients in a particular state, you must select the country before you can select the state.