Search

There are a few ways to find clients in XPM

Clients Menu

Click on Clients on the menu bar to bring up the full list of clients.

Then use the Search box on the right

 

Search tool

Click on the magnifying glass at top right and enter the search terms.  A list of matches will display, including client groups at the bottom.

Filtering

On the clients screen, click on the All Clients title to bring up the Filtering options

Choose the filter you want, or create a new one

There are a limited number of filtering options

 

You can add a search condition for the filter options – eg filter just companies