This guide explains how to use the search function to quickly find a client within the general list, using their name, email address, or phone number.
How to Search for a Client
The client list features a universal search field that automatically filters results based on the entered data.
1. Access the Client List
Open the main client management section (usually called "Clienti" or "Anagrafica").
2. Locate the Search Field
Look for the text field labeled "Cerca" (or a magnifying glass icon) located above the table listing all clients.
3. Enter the Search Term
Click in the search field and type the client's information you are looking for:
- The Name and/or Surname.
- The complete or partial Email.
- The landline or mobile Phone number.
4. View the Results
As you type, the list below will update automatically, showing only clients matching the entered term.
> Tip: There is no need to press Enter. The system starts filtering results as soon as you type. If you can't find the client, try using a more specific term (for example, the full email address).
