Searching for clients & transactions
Find a client
With Streem Connect there are multiple ways to find the clients that you need.
You can use the search bar to quickly search by client name, company name, tag or email.
The quick filter allows you to see clients who are linked, unlinked, have a low balance or have been marked as a favourite by your company.
Find transactions
Once you have linked a clients bank account to Streem Connect you can instantly search through their hsitroical transactions. In most cases this means you can search through two years worth of data.
You can view and search for transactions directly in Streem Connect or you can download to a CSV file and use that to locate the data you need.
Searching in Streem Connect
Watch the video below to see how easy it is to search for any kind of data on Streem Connect
