---
schema_version: "1"
id: df75329c00204c0d1ec3d58ab6538bbdefdbbe528e6babfeb796c338bc177a22
title: Search for a Client
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_search_client.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_search_client.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f9d81c3ab61a0aa08c4f34509683b7e81a22f9ebc2f29abe38b7822692a90574
description: Use client search to find clients by first name, last name, preferred name, client id, or birthdate.
products:
  - Nonprofit
release: "264"
---
# Search for a Client

Use client search to find clients by first name, last name, preferred name, client id, or birthdate.

**Client Search** is available at the bottom of all pages in the Case Management app. Client Search results are restricted to Contacts that have the **Client** checkbox selected on their Contact record.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/images/icon_note.png)

Note Client Search searches through all Contact text fields, not just Name or Client ID, so you may see more or fewer results than expected until you enter enough text. For example, a search for the name Carol may show Contacts whose address includes CA, until you type more of the name in the Client Search box.

Use global search to search for non-client Contacts and other Salesforce objects, such as Accounts. 

To search for a client:

1. Click **Client Search**.
2. Enter your search terms in **Search**. For example, First Name, Last Name, Preferred Name, Client ID, or Birthdate. Results will narrow as you type.
3. Click the client’s name in the results to see their Contact record.
    
    ![Client Search with beginning of client name yielding result](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/clientsearch.png)