Clients List and Client Workspace

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", which displays all Active clients in alphabetical order.

784_NL_Clients_List.gif

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 Search Clients field to search for a specific client.
  • Sort or Filter for clients.
  • To display the clients that specific users are responsible for, apply Filters for the Partner or Manager.

To view information specific to an individual Client, click on a Client Name in a list to display the Client Workspace. The Client Name in any list is a hyperlink to directly display the Client Workspace. Refer to Displaying Information for a Client.

You can also click the down arrow next to the Clients menu option from any list or workspace to select a Clients View, 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 this video to learn about the Client Workspace:

 

Was this article helpful?
0 out of 0 found this helpful