Client Screen Search
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On the new client screen view, there is now a 2nd search bar (highlighted) within the area I view all of my clients. When would I use this search as opposed to the search bar at the top?
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Great question! The search bar at the top is the global search, which searches all of Business Center, including all clients. The lower search bar is a search for the specific view you have pulled up. In other words, it will only search for clients within the selected view. Hope this helps clear things up! 0
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