How to search and filter your client list
The client module includes powerful filtering and search capabilities to help you quickly locate client records.
Available filters:
- Client name
- Postcode
- VAT flag (Standard/Zero/Exempt)
- Status: Active, Inactive, Archived
- Site count
You can also toggle between:
- On-Panel Clients (CareHires-managed)
- Off-Panel Clients (Agency-managed)