When searching for a specific client on the Hive, there are a little to few steps to follow. Due to the interface being user-friendly and removing all the unnecessary steps to find a client, we have decided to make the navigation thereof as easy as 1, 2, 3!
Here is how:
Open the Hive by entering your Username and Password and click on “Sign In”
Step 1:
On the Home Screen of the Hive, navigate to the tool bar on the left side of the screen. Hover your mouse, or click on the “Clients” Icon. On the drop down list, click on “Client List“.
Step 2:
You will now be on the client list screen, where you will be able to search the client as per the filters instruct.
- If you would like to view your full client list, you will have to click on “View All Clients“. It will take a few seconds (depending on the list size), and populate all of your clients registered on your platform.
- If you would like to view a select few clients, you have the option to filter the clients based on the created date.
- This is the “Client Type“, where you can toggle between “Client” or “Agent” and the specific client’s “Point of Contact“.
Step 3:
Once you have applied your desired filters and hit the refresh buttons, the complete/filtered client list will populate.
See? As easy as 1, 2, 3!
