Search for a client

To work with a client in the Client module in myEvolv, you must first search for a client by name.

From the toolbar:

1. Go to: Client > My Client > My Client > My Client.
2. In the Select Client box, select the magnifying glass.
   Result: The Client Search dialog opens. 
3. Optional. Enter information such as Last Name to narrow the search.
   Note: If you do not know how to spell the client's last name, press Shift + 5 to enter the percent sign (%) in the field, and enter the letters you can recall. Repeat this for the first name as applicable.
4. Optional. If you know the first name, enter it in the First Name field.
5. Optional. Complete any other fields to search for the client. Keep in mind that using more filters will narrow the search and return fewer results. To broaden your search, use fewer filters. 
6. Click Search.
   Result: A list displays all clients who closely match the search filters you entered. 
7. Select the appropriate client.

Result: You are automatically returned to the My Client screen where the client's information displays in widgets. Selecting an area of myEvolv from the myNavigation pane opens the area of the chart for the client you have selected.