From the dashboard, click on Forms.
You can enter the name of any Payer, Recipient, or Forms you'd like to pull up. In this case, we're going to search for the Payer, Rob Zombie.
We'll search for "Rob Zombie."
Notice that out of our row of Payers, we now have only 2 Payers (Rob Zombie) showing up on our Payer's page.
If you want to search for your Recipients, the same holds true. Just enter a Recipient's name into the search bar. Here, we're going to put in "Glen Campbell" into the same search bar.
We're entering Glen Campbell, and as you can see, all Recipients with that name show up on our page.
You can do the same to search and filter forms as well.
It's a quick and easy way to sort through your Payers, Recipients and forms in order to filter what you need to see and what you don't.
Good on you!