Searching for Clients — Training Portal

Finding the right client quickly is essential for daily operations. The database offers instant search, column filters, and advanced query options.

Quick Search

Click the Search Bar

At the top of the client table, click the search input field. You can also press / to jump to it.
Type Your Query

Start typing a name, email, phone number, or client ID. Results filter instantly as you type — no need to press Enter.
Click the Result

Click on the matching client row to open their full profile.

Partial matches work. Typing "joh" will match "John", "Johnson", "Johnny", etc. The search checks first name, last name, email, phone, and client ID simultaneously.

Column Filters

For more targeted searches, use column-specific filters:

Click the Filter Icon

Next to the search bar, click the Filter button (funnel icon) to reveal filter options.
Select a Field

Choose which field to filter by: Status, Location, Tags, Date Added, or Balance.
Set Your Criteria

Select the filter value (e.g., Status = "Active") and the table updates immediately.

You can stack multiple filters. For example: Status = Active AND Location = Downtown.

Search Tips

Search For	What to Type	Example
Name	First or last name	`martinez`
Phone	Full or partial number	`555-1234`
Email	Full or partial email	`@gmail.com`
Client ID	Full ID	`BL-00000042`
Multiple terms	Space-separated	`john smith`

Clearing Search & Filters

To reset your search: clear the search box and click Clear All Filters (if filters are active). The table will return to showing all clients.

Troubleshooting

Can't find a client I know exists

Check your location filter — the client might be registered at a different location. Try switching to "All Locations" if available.

Search seems slow

For large databases, wait a moment after typing for results to load. Using more specific terms (full name instead of first letter) helps.

Quick Reference

Action	How
Quick search	Type in search bar (or press `/`)
Filter by status	Filter → Status → choose value
Clear search	Clear text box + Clear All Filters
Open client	Click client row in results