Branch Reporting - CRM - Client Search

Accessing the Reporting Module

To begin:

1. Click on ‘Reporting’ at the top-right of your Rave screen.

2. Depending on your permission level, you will see tabs for:

   • Company

   • Branch

   • Salesperson

For this guide, we are focusing on the Branch tab.

Navigating to CRM Reports

1. In the Reporting Module, click on the CRM tab (left-hand side).

2. You will now see a list of available CRM reports.

3. The Client Search is the report you need for this guide.

Rave’s Client Search allows for quick and easy searching of clients across all branches you have access to. 

This is especially helpful for teams needing to locate client details without navigating through individual enquiries or projects.

Simply type into the search field to instantly find matching client records within your Branches.

For example, searching for “Jack Black” will return all clients who have “Jack black” in either their first name, last name, or organisation name.

Once results are displayed, you’ll see:

• The matching clients to the Left 

• Clicking into each one you'll then see:

• The Branch they belong to 

• The client’s information

• Any linked enquiries

• The status of each enquiry (active or inactive)

Clicking on the Enquiry Reference hyperlink will take you directly to that enquiry in the CRM system.