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Find clients

Who can do this

Anyone with CRM Access. You see every client with View All Clients, otherwise only the clients you manage — see Which clients you can see.

Type in Search clients... at the top of the Clients page. The list updates as you type.

The search looks at:

  • the client's name
  • the client ID (the number shown as ID in the client panel)
  • the names, email addresses and phone numbers of the client's contacts
  • the values in any custom field that is a column in your table

So you can find a client by typing a contact's surname, part of their email address, or the last digits of a phone number.

Filter

  1. Click the Filters button (the funnel) next to the search box.
  2. Pick what to filter on. Use Search filters... to find a field quickly.
    • Date Range — when the client was registered. Choose a preset such as This Month, or Custom for your own From and To dates.
    • Status, Manager and Origin — choose one or more. A client matches if it has any of them.
    • Custom Fields and Custom Tables — filter on your own fields. Text fields match part of a word, dropdowns match any option you tick, and checkboxes are Yes or No. Conditions on the same custom table must all be true of one row — see Custom tables.
  3. Close the window. The list shows only matching clients.

The Filters window with 2 active filters, shown as the badges Date Range: This Year and Status: Quoted OR Scheduled. On the left, the field groups Basic Fields, Custom Fields and Custom Tables. On the right, the General section with Date Range, Status (2 selected), Manager and Origin, and below it the Custom Fields section with Property Type, Service Area, Lead Source, Maintenance Plan, Water Heater Age, Next Service Due and Gate / Access Code

Each active filter appears as a badge under the search box, such as Status: Quoted OR Scheduled.

  • Click a badge to change it.
  • Click its × to remove it.
  • Click Clear all to remove every filter.

Your filters and search stay in the page address, so you can bookmark a filtered list or send the link to a colleague. They are also remembered the next time you open Clients.

Filters you can't remove

A filter with a lock and Enforced by team was set by your team, and you can't change or remove it. A lock with Enforced by access on the manager filter means you only see the clients you manage. Clear all leaves these filters in place.

Sort

Click a column heading to sort by it. Click again to reverse the order, and a third time to go back to the default — newest clients first.

See clients on a Kanban board

Click Kanban view (next to the total at the top right). Clients are grouped into a column per status.

The Kanban board. Columns for New Lead, Quoted, Scheduled, Job Complete and Invoiced, each with a count, and more columns off to the right. Each card shows the client's name, the main contact, their phone numbers and email address

  • Drag a card to another column to change that client's status. The change saves straight away.
  • Click a card to open the client panel.
  • Columns with no clients shrink to a slim strip. You can still drop a card on them.

Click Table view to go back to the table. BaseCloud remembers which view you used last.