Improved Client Tab Navigation

April 18, 2018

You are probably familiar with the drop down box of letters on the Clients tab that lets you navigate to the first client whose name begins with the selected letter.

This works pretty well but becomes less effective when you have a large number of clients. It will take you to the first "M" for example but then you have to scroll down and maybe even flip to the next page before you find the client you want.

There is a new feature that provides a list of 2-letter combinations that lets you get closer on the first try to the client you are seeking.

To try out this new feature you need to turn it on first. To do this go to the User Preferences form and scroll all the way down to the bottom. The setting is called "Client Search Option". Select the "2 letter" option and click the Save Changes button. Then go to your Clients tab and try it out. If you don't like it you can always switch back.

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