This will allow you to easily pull up past, and present clients quickly.
1. When you click the magnifying glass you'll be able to type in a clients name for a quick search function.
2. This next section will show you what that window will look like once you've searched.
Search function Widget use will be shown below.
1. Within the Home section you will see the search Widget on the right. Using the same magnifying glass as before to look a client up.
2. Here, you can also filter your search as well. Using the champagne-like icon highlighted below.