How to Search clients
This article will help you to Search for a client
Please follow the below steps to Search for a client
- Navigate to the 3PM Construction Web Portal and login
- On the left-hand main menu, select Contacts> Client
- Click on the Search button
- Click on any of the options under search clients and enter the value. For example, click on Client Name and enter the name of the client.
- Click on the Search button
Note: It is possible to choose multiple search options i.e Type, Phone Number, Email address etc
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