Here’s how to filter clients by profile fields, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below:
Step 1: Click on the filter button.
Step 2: Click on the “Select Custom Profile Field” drop-down menu.
Step 3: Select a profile field from the drop-down list.
Step 4: Enter the profile field information you are looking for and click the “Search” button.
Step 5: View results.
Now you can filter clients by profile field!