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.
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 Manager or Partner drop-downs to select a specific Manager or Partner within your practice and display the clients that person is responsible for. You can select more than one Manager or Partner in the drop-downs.
- Include the Manager and/or Partner columns in the Clients list and filter the clients on these.
- Use the Search Clients field to search for a specific client.
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 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: