Suralink - How to Search for a Client
Modified on: Tue, Feb 6 2024 1:29 PM
ISSUE: Unable to search or find a client in Suralink.
SOLUTION: Follow the steps below to search for a client in Suralink.
SOLUTION: Follow the steps below to search for a client in Suralink.
- With Suralink opened click on the Client tab along the top of the webpage. Select the Client List tab.
- Search by Client ID or by Client Name by typing into the Search field. You can also use the dropdown to search All Client or My Clients.
- As you type Suralink will search and pull up any applicable results, click on the Client Name to open the Client.