Click the Clients menu option to display a list of all Clients across the entire practice. You use this to locate a client you wish to work on.
The Clients list is initially set to display "All Clients", in alphabetical order.
You can locate clients from the Clients list in the following ways:
- Change the view by selecting "My recently used" from the view drop-down. This shows the list sorted by when you last used the clients.
- Use the Partner or Manager drop-downs to select a specific partner or manager within your practice and display the clients that person is responsible for.
- Use the Search Clients field to search for a specific client.
Click the down arrow next to the Clients menu option from any list or workspace to select one of the last 10 Client Views you have displayed, or one of the last 5 Clients you have used. From the Quick Access, click a Client View or a Client to display it. Refer to Quick Access to Recently Used Clients and Views.
Watch our 3-minute recorded introduction to using the Client List and the Client Workspace:
For more detailed information, refer to the section Client Relationship Management.