Users can use the client list to locate clients their organisation has dealt with in the past; by this, we mean if they have sent or received a referral on behalf of the client.
The list view previews details of the client, including name, email (if applicable), and date of birth, which helps the user identify the client before viewing more details, along with the total referrals which are related to the client*.
*Check if this is the total that the user’s organisation has permission to view or the total sent and received by any organisation.
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Searching clients
Users can search for clients by entering a name or email address in the search field. The results will include only clients with whom the user’s organisation has previously sent or received referrals.
Administrators will have permission to search and view all clients in their accounts.
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Filtering clients
In addition to searching, users can filter the client list to help locate a specific client. Available filters include postcode, date of birth, age, gender, and residing local authority.
After selecting the desired filters, users should click “Apply” to update the results. To remove all filters, they can click “Clear”.
[Insert GIF of the filtering the list]