I cannot locate my clients on the system, where can I find them?

Searching for the client in the search bar is the quickest way to find who you are searching for.

You can search for clients using the search bar located on the cases screen. If you cannot locate clients, the likely reasons for missing clients are:

• They are hidden by active filters: To clear your filters, click Clear Filters and then Apply Filters.
• You may be hiding leads with future follow-up dates: To change this, select More from the filter options, untick show cases with a follow-up date in the future, click Select, and then Apply Filters.

• Another Adviser may own them: Clients on Smartr365 are owned by an individual adviser. If you do not have access to view the clients of another adviser, you will not be able to see them.