Step 1: To search for an existing client, first open the “Clients" Form by clicking “Settlement” on the yellow navigation bar in the top left corner, then click “Clients (28)”.
![Image](https://carmis.ca/wp-content/uploads/2022/08/Step1-1.png)
Step 2: Once the Clients Form is open, click the “Search” button on the dark blue bar. This will make the form editable, allowing you to enter information to search for clients.
![Image](https://carmis.ca/wp-content/uploads/2022/08/Step2-1.png)
Step 3: Enter the criteria for your search. For example, you can enter the client's first and last names in the First Name and Last Name fields.
![Image](https://carmis.ca/wp-content/uploads/2022/08/HowToSearchForAnExistingClient_Example2-1-1.png)
Step 4: Click the "Search" button at the bottom center once your search criteria is entered. The search will then be performed.
![Image](https://carmis.ca/wp-content/uploads/2022/08/Step3.png)
If multiple matches were found, a list of all matching clients will appear. If this occurs, double-clicking on a client from the list will select their form.
![Image](https://carmis.ca/wp-content/uploads/2022/08/HowToSearchForAnExistingClient_Step5-1.png)
If a client form appears and is populated with data, then your search is complete.
![Image](https://carmis.ca/wp-content/uploads/2022/08/HowToSearchForAnExistingClient_Step6-1.png)