You can quickly search for clients or prospects from the Top Bar search function.
Step 1: Simply start typing any of the client details such as first name, last name, phone, email, or client ID.
Step 2: The search results will show the contact's full name, email, phone number, status, and office. The search. simply click on the contact to go directly to their profile page.
However, you won’t be able to view the contact profile if you are not authorized to. You will get an error message in this case.