Clients Search

TurnPoint allows you to easily search your existing clients based on key characteristics

1. In the top navigation panel, click on 'Clients' which will open your current client listing and search facility
   
   
2. Clients are searchable by name, phone/mobile, address, referrer (brokerage source), package, accounting system reference, status, etc. Partial searches are possible, as are combinations of fields. Select Expand underneath a dropdown then holding the Ctrl key and left king will allow multiple options to be selected.
   
   

For any further questions, do not hesitate to get in touch: https://www.turnpointcare.com.au/contact-us