Planet Soho Knowledge Base/Contact Management/Clients


How do I search for my clients?

PlanetSoho Support Team
asked this on May 17, 2011 14:42

To search for your clients, you must be in the My Business view. Click here to learn more about My Business. In the My Business view, there are two ways that you can search for your clients in PlanetSoho:

  • Below the My Business button is the Search Contacts field, start typing the name of your client and the search system will filter out the contacts until you can select the one you want.
  • Below the Search Contacts field, you can select the View by: menu, and then choose Clients - this will filter the list of your contacts on the left of the page to just your clients. By default, the View by: menu will be set to View by: All Contacts.
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