You can search your client records using one or a combination of search fields on the client management screen. Below is a table outlining each field and it’s capabilities.
Field | Description | Search Type |
---|---|---|
Client name | The business name for your client | Partial string match. |
First name | The first name of any client contacts | Exact string match. |
Surname | The suname of any client contacts | Exact string match. |
Postcode | The client address postcode | Exact string match. |
The email address for any client contacts | Exact string match. | |
Telephone | The telephone number for any client contacts | Exact string match. |
Account reference | An optional account reference | Partial string match. |
Direct Debit filter | Does the client have a GoCardless Direct Debit mandate | Filter clients with Direct Debit mandates |
Below is a list of other search related topics: