Search for a Client in the SmartBar
- Type or paste the Client’s name into the SmartBar.
- Note that the SmartBar will start displaying results as you type, and it may not be necessary to type the full name before you see the Client you are looking for.
- If you would like the SmartBar to only filter by Clients (rather than the default behavior which filters by listings and Clients) you can precede your address with the keywords “cl”, “client”, or “contact”.
- Note that the SmartBar will start displaying results as you type, and it may not be necessary to type the full name before you see the Client you are looking for.
- Click on the matching row if the desired Client is shown in the SmartBar.
The Client’s connectBLC Client Dashboard will display.
Related Articles
Search for a Client in the SmartBar
Type or paste the Client’s name into the SmartBar. Note that the SmartBar will start displaying results as you type, and it may not be necessary to type the full name before you see the Client you are looking for. If you would like the SmartBar to ...SmartBar Overview
Use the SmartBar to find what you need fast! Step 1: Click the SmartBar to open it. It is available from any page within connectBLC and on any device. Step 2: Click a row if SmartBar history already displays the information you need, otherwise… Step ...SmartBar Overview
Use the SmartBar to find what you need fast! Step 1: Click the SmartBar to open it. It is available from any page within connectBLC and on any device. Step 2: Click a row if SmartBar history already displays the information you need, otherwise… Step ...Search for an Agent in the SmartBar
Type or paste “ag” or “agent” into the SmartBar, followed by the Agent’s name or ID Number. Note that the SmartBar will start displaying results as you type, and it may not be necessary to type the full name or ID number before you see the Agent you ...Search for an Office in the SmartBar
Type or paste “of” or “office” into the SmartBar followed by the Office name or Office Number. Note that the SmartBar will start displaying results as you type, and it may not be necessary to type the full name or Office number before you see the ...