With this feature, you are now able to search for your client accounts by DBA or legacy names.  This will help streamline service workflows by saving time that is used hunting down the correct client account.


Within the "Manage Clients" page in your "Service" module, you can now use the "Search..." field to search for clients by their Alernative Names (DBA) or Legacy ID.

To search, simply select the "Search..." box, type the DBA or Legacy ID, and hit enter.  The Clients table will then be refined to show any matching results.

Be aware, that while you may be intending to search for the DBA and Legacy ID, if another client's name matches any of the searched information those clients will also appear in the All Clients table.