Clients List

Viewing Clients List on the account

1. Click on “Clients” from the main menu.
2. Click on “Manage Clients”.
3. The software will display a list of the clients registered on the account.
   • You can click on the checkbox at the top of the page to select the entire client list and choose between:
     • All (Current Page): Select all clients on the current page.
     • All Filtered (All Pages): Select all clients across all pages.
   • Review the “Actions” list to apply a set of quick actions to the selected client list. You can refer to the “Managing Client Groups” guide below.
   • Use the navigation buttons (<) (>) to switch between display pages for client lists.
   • Click on the gear icon to access the “Client Categories” page.
   • Click on the “Import” button to upload a prepared file with client data to the software. Refer to the [“Importing Client Data”] guide.
   • Click on the “New Client” button to start adding a new client.
   • Search tools at the bottom can be used to quickly find the required client.
   • Click on the “Advanced Search” button to access more professional search and filtering tools.
   • At the top of the client list, you can click on “Sort By” and choose from multiple ways to arrange the client list, such as (Name, Created Date, Client Number, Status).