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How to use the client list?
How to use the client list?

Group clients more effectively by adding filters

Rain avatar
Written by Rain
Updated over a week ago

Filter clients based on various criteria and save the lists you need immediately available later from the main menu. With the help of the three-column icon, you can choose which information about the client you want to see.

How to filter clients?

1. Go to the 'Clients' view

2. Add the necessary filter options via the '+' sign

3. Filter the necessary clients, and add columns if desired.

How to save the client list view?

  1. Select the desired filters and press the save button

  2. Name the view filter and save

  3. Find the saved client list in the main menu by hovering on "Clients".

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