Did you know about client search prefixes?
Not many users know about this, but you can search for clients using details aside from just their name. For example, if I want to search for clients with the postcode “2000”, I can just use the prefix pcode in the Quick Search box:
This could be useful if you need to do specific searches; e.g. if you’re meeting a client and want to see who else is in the area, or if you received a missed call and need to search by the phone number.
Check out this handy Community guide on the full list of available prefixes.
