How To Search For A Client In CORE

 1.  Login to CORE using the instructions here. 

 2.  Hover over the Clients tab and click National Clients.

 3.  Select “All” from the Client Status drop-down to search both active AND inactive clients.

 4.  Enter info in the Name or Email address field then click Search.

Note: Ensure you check various ways of spelling or partial spelling due to typos.