How do I filter clients by profile fields?

Here’s how to filter clients by profile fields, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below:

 

Step-by-Step Guide:

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!

Updated on October 30, 2020

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