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Quick Client Search in Olari

 
Description:
  • This training video provides a step-by-step walkthrough of how to perform a Quick Client Search in Olari to locate accounts.
 
Users will learn how:
  • To quickly locate active and inactive clients
  • Search fields differ and behave within Olari
Ideal for:

  • New and existing users, this video highlights best practices to save time and ensure accurate client lookups.

Video: