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Client List - Understanding the Client List Screen
Client List - Understanding the Client List Screen

Use the Client List screen to manage your clients

Chris Arenas avatar
Written by Chris Arenas
Updated over a year ago

From the Client-List screen, you are able to view all of your Clients from one screen. From this screen, you can configure the layout, just the way you want it, by using the Choose Columns feature. Once you have your Columns, you can drag them into any position, or use the Column filters to see your Active, Closed, or Inactive Clients.

You can also Search for a specific Client using the Search feature.

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