IMPORTANT NOTE: FILTER SETTINGS WILL REMAIN AS YOU LEAVE THEM


1. From the People Page, click FILTERS

2. Options will drop down

Refine your search by selecting any of the criteria:


SORT:

  • Created
  • Modified
  • Name


TYPE: 

  • All
  • Client
  • Navigator


STATUS: 

  • All
  • Inactive
  • Active
  • Closed


PROGRAMS


EMPLOYERS


Miscellaneous Options:

  • Show Deleted
  • Only my clients
  • Only HoH
  • Only assessed
  • With user accounts