The Client list is where you can create and manage all your individual clients or client groups, send invitations to join the portal, view clients’ portals, send documents for signing, send a fact find, edit their subscriptions and much more.
To help with the organisation of Clients you can use the filters provided to narrow down your list view and make the information more pertinent, helping you change the view of the client list to suit your needs.
Firstly, navigate to Clients > Client list from the left-side menu.
Filter 1 – Allows filtering between 'My clients' (clients for whom you are the assigned primary professional) and 'All clients' (all clients in the portal).
Filter 2 – Enables search/filtering by client name.
Filter 3 – Allows filtering by client type (e.g. Individual, Company, Superfund).
Filter 4 – Allows filtering by primary professional (the owner of the contact record who receives notifications when the client completes tasks or uploads documents).
Filter 5 – 'More filters' opens a dropdown to filter by tags.
Filter 6 & Filter 7 - Clicking the arrows (↑ ↓) at the top of a column will sort the relevant column alphabetically in ascending or descending order.