Searching for specific client data/Creating lists
You may wish to search or filter specific variables on your client to create lists such as:
Clients in a specific category
Clients owned by a specific adviser
Clients with a specific holding
Within Contacts, use the search filter to choose specific variables.
You can choose different fields available in the CRM to narrow down your search, such as Owner, Categories
Once the search has been completed, you'll have a list of contacts that match the variable. A list can then be exported. See guide on exporting data
Searching clients with investment holdings
This type of search can be done via the Quest option in the left side menu.
Using the filter, search for specific codes,
This data can also be exported
