You may search your account for clients and notes. The "Search" icon is available on each page of your account. Simply click on "Search" and select which search. The search is separated into two search boxes:
- Look for: Contacts / Students / Colleges
- Look in: Profile & College Notes
Search for Contacts / Students / Colleges
You may search by name for contacts, parents, students, colleges, and universities. It is recommended to use a few words to avoid misspellings, incorrect names, or typos. In some cases, you may have to refine your search. For example for schools with Saint or St. in their name or for schools referred to as College or University. Different icons are used to distinguish between schools, students, parent contacts, and professional contacts.
Search for Notes
In this section, you may search by content in notes. Both profile and college notes will be searched. When creating notes you may want to be mindful to include searchable words or phrases.
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