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Browse & Search Clients

Find and view clients in the clients table.

Steps

  1. Click Clients in the sidebar
  2. The clients table loads with all active clients
  3. Use the Search field to filter by name, email, or TRN
  4. Click the Eye icon on any row to open that client's detail page

Table Columns

The table displays Name, Email, Phone, Type, TRN, and Status by default.