How to search client cards?

Owned by Priit Aavik
Last updated: Jun 22, 2023 by Tomas Gecevicius
1 min read

 

 

 

1 - Search input is an input field to define & search client card(s) based on the criteria selected from ( 2 ) Search criteria dropdown.

2 - Search criteria dropdown includes following options:

  • Identification ID

  • Full name

  • Email

  • Personal code

3 - Filter settings include following options:

  • Date added | in active client card list

  • Date archived | in archived client card list

  • Nationality

  • Labels

    • All labels

    • Low risk

    • Medium risk

    • High risk

    • Prohibited

    • Unknown

  • Monitoring

    • Monitoring

    • Not monitoring

 

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