Skip to main content

How to customise and search my client list view

The client list view can be customized to show the information most relevant to you. You can add or remove columns, sort by different fields, and search for specific clients using various filters. Go to

Updated over 2 weeks ago

The client list view can be customized to show the information most relevant to you. You can add or remove columns, sort by different fields, and search for specific clients using various filters. Go to your client list and look for the customize or column settings option to adjust what information is displayed. You can also use the search bar to filter clients by name, ID, email, or other criteria.

Did this answer your question?