Support Client Management
How do I filter clients by profile fields?

How do I filter clients by profile fields?

Posted by Support Team on September 10, 2020 — Updated on May 28, 2025

Here’s how to filter clients by profile fields.

1. Click “Clients”.

Click “Clients”.

Click 'Clients'.

2. Click “Custom Profile Field”.

Click “Custom Profile Field” filter.

Click 'Custom Profile Field'.

3. Select “Profile Field”.

Select a profile field from the dropdown list.

Select 'Profile Field'.

4. Enter “Profile Field” value.

Enter the value of the profile field that you want to search.

Enter 'Profile Field' value.

5. View Results.

View the results of the filtered clients.

View Results.

Now you can filter clients by profile field!

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