Clients Hub

(available in Express.png Standard.png Professional.png OnLocation.png Enterprise.png )

 

The Clients hub displays your clients records. The clients displayed can be sorted by any of the fields shown. Just click the column heading and the clients will sort by that column. Click again and the clients are sorted in reverse order. See the "Customizing Spectra Hubs " section for more information on how to change the look of the Clients hub.

 

You may also select which clients are displayed, or search for a client using the search box in the Search pane. Click the down arrow next to the search window box and drag down to the type of criteria you want to use to display or search. Then, type the specific criteria in the search box and press Enter, or select the criteria from the drop-down menu and press Enter.

 

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The Clients Hub

 

Double-click a record line to open that client. You can also go to File > Client Search from any hub to pull up a client record. See the "Working With Clients" chapter for more information.

 

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