The Client List

 

Step 1: Select 'Client List' on your Dashboard

 

Step 2: This is the Client List

 

How do I Search the Client List?

  • Use the top search for basic searches (e.g. based on the client's name)
  • Use the bottom search for more complex searches (e.g. based on phone numbers or email addresses)

 

How do I Show and Hide options on the Client List?

 

 

Luke Darmanin -

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