---
title: Client Overview
description: You can easily find and view all of your clients in The Business Assistant.
url: "https://theasst.com/docs/client-overview/"
updated: "2026-10-06"
category: Clients
---

# Client Overview

The Clients section is where you organize all of your information and activities with your clients (or customers).

## Navigation Bar

At the top of the page is the navigation bar. This is the main way that you will reach all of the sections of The Business Assistant™ (TBA). When you click on the Clients tab, you see the Client List.

![Navigation bar](https://theasst.com/wp-content/uploads/2026/09/image-2.webp)

## Client List

![Client List](https://theasst.com/wp-content/uploads/2026/09/image-11-1024x492.webp)

Here, you will see a list of all of your clients. If you have many clients, you can see them in a number of "pages" that you can access on the bottom right of the window.

![Pagination](https://theasst.com/wp-content/uploads/2026/09/image-12.webp)

Click [here](https://theasst.com/docs/the-basics/#pages) to learn more about using the paging buttons.

## Select a Client

![Client List](https://theasst.com/wp-content/uploads/2026/09/image-11-1024x492.webp)

As you move your cursor (mouse) up and down the page, you will notice that different lines or items are highlighted (colors change). If you highlight a client and click, you will be brought to that client's information.

## Finding a Client

To quickly find a particular client, click the Find link on the left sidebar. Click [here](https://theasst.com/docs/the-basics/#sidebar) to read more about the sidebar.

![Find link](https://theasst.com/wp-content/uploads/2026/09/image-16.webp)

## Client Find

![Client Find form](https://theasst.com/wp-content/uploads/2026/09/image-17.webp)

You can enter data in one or more fields, then click the Find button at the bottom (you can also just hit <Enter> here). If you enter data in more than one field, records that match everything you entered will be retrieved. The "All text fields" option searches every "text" field in every client record.

![Client Find results](https://theasst.com/wp-content/uploads/2026/09/image-18.webp)

If more than one record was found, you will see a list of matching records. Click on the one you want.

## Client View

Once you select a client, you're in [Client View](https://theasst.com/docs/client-view/) -- the tabbed workspace where you'll do all your day-to-day work with that client, from quotes and orders to invoices, payments, contacts, and communications.

## Searching Across Everything

To find a client from a phone number, email address, address, contact name, or something written in a communication log, use [Global Find](https://theasst.com/docs/global-find/) on the My Stuff tab. It also finds the client who bought a particular serial number.

## Filtering and Sorting the Client List

The sidebar of the Client List has two dropdowns:

- **Status** — *All Clients*, *Active*, or *Inactive*. A client is set to Inactive on its [Client Details](https://theasst.com/docs/client-details/) page, which keeps old clients out of the way without losing their history.
- **Sort** — by *First Name* or *Last Name*.

The list columns are **Site** (only if you have two or more [sites](https://theasst.com/docs/sites-setup/)), **Name**, and **Account number**.

## Find Fields

On the Find page you can search by **All text fields**, **Name** (first, last, or full), **Physical address**, **Email address**, **Account number**, and **Phone number**, and choose to sort the results by first or last name. You don’t have to know the whole name — enter as much as you know. To search across everything at once (clients, invoices, items, and more), use [Global Find](https://theasst.com/docs/global-find/).

## Adding a Client

Click **Add new** in the sidebar; see [Adding a New Client](https://theasst.com/docs/adding-a-new-client/).