In this lesson:
In this lesson, let's keep learning how to stay organized and on top of things with your clients. With the Client List, you can take several important actions with multiple client records - we refer to these as bulk actions. Let's dive in!
Using the Client List
We talked before about the Client List in the intro to this section. Do you remember how to get there?
- Click Clients on the global navigation bar.
- When the second menu appears, click Client List.
Remember the Client List is your directory of your clients. All the records of the clients you work with are found here. Since it's like a spreadsheet, you'll expect some of the same functionality - like sorting, arranging, and filtering the columns.
💻Follow along with this in-app guide: Navigate the Client List
Sort Columns
You can sort columns by selecting the column and choosing an option in the menu. Simple enough.
You can also add advanced search criteria to narrow down what you are looking for. These can be saved as saved filtered views. We'll touch on this a bit later.
Arrange or Display Certain Columns
You can alter the order of the columns in the client list by dragging your cursor over the column header. Click and drag the column to your desired location.
To display certain columns, click on the three-bar icon above the client name column. A window appears where you can pick and choose which attributes appear.
Keep in mind, you'll need to choose which filtered view you want to apply this to. Let's talk more about filtering.
Filtering the Client List
Filters help you narrow down and customize the data you want to view. They allow you to set specific criteria and parameters to refine their searches and display only the data that meets those criteria.
You can make filters to create certain views that you can save.
You'll find current filters on top of the client list. Consider each filter tab as its own "view" - in other words, it's showing you something specific.
By default, you have four filters already:
- Active Clients: Clients with whom you are currently working and count towards your billing.
- Business: clients you are working with that are a business entity.
- Individual: clients you are working with individually.
- Prospect: potential clients.
Go ahead and try it! With a click of the filter, the number of clients changes and display for you at the top of the list.
Using Search Parameters
You can also filter further down by using search conditions in a column.
You can add up to two conditions in a single column by selecting Add condition.
Making & Saving a Filtered View
You can make a new filter based on one of the default filters, like active clients. When you make a change to a default filter, a button appears to prompt a save.
Click it and name the filter. It's now saved as a filtered view!
Keep in mind that if you make your filters too restrictive, you may come across this message:
Simply reset the filter to start over:
Using Client List Bulk Actions
Since all of your client records are in one spot, you better believe there are things you can do with these records from the client list. You can use bulk actions - which means performing certain actions on 2 or more client records, such as:
-
- adding tasks
- sending emails
- send client requests
- send organizers
- add folder templates
- copy files
- manage assignments
- assign client owner
- apply tags
- make clients inactive
- archive clients
For admins, you can also assign team members and client owners in bulk. Whew!
To access the bulk action menu, check the checkboxes next to the client records. Selecting one or more brings up the menu.
Don't forget to click on the three-dot icon to see more actions!