Client List
The Client List contains a searchable breakdown of all clients that have been created within the platform.
Functionality:
Client Search - Search by name for any client that has been created on the platform. These clients will be separated by Personal or Commercial type. This search also includes leads that have come through a portal.
Client Creation - Create a new client by selecting the ‘create new client’ button.
Client List Column Filtering
The columns in the client list can be filtered by clicking on the hamburger button to the right of each column name. You will then be brought to a menu with various filtering options.
Exporting to Excel
Columns can also be exported to Excel by selecting ‘to Excel’ on the far right of the client list.