Searching for clients or accounts
Searching for clients and client accounts is simple with our intuitive search tool. A number
of different search criteria are available, including name and unique client account reference.
For convenience, your related accounts can be grouped together using terminology that suits your
business. For example, you could create a group called 'Manchester clients' to group by your client's
location, or 'Service charge clients' to group by the nature of the money held.