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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