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The Client List View

Updated

The Client List view (the list icon) shows every client in one sortable table. It is the fastest way to scan, sort, or find clients in bulk, as opposed to opening profiles one at a time.

The Client List: a sortable table of clients with search, Add Client, and the column picker.
  • The title shows the total count, for example Client List (10).
  • Search client… filters the table as you type.
  • Add Client opens the New Client form (see 1.3).
  • Click any column heading to sort by it; click again to reverse the order.
  • Click the expand arrow at the start of a row to reveal the columns not currently shown.
  • A small link icon next to a name indicates the client is linked to QuickBooks Online.
  • Each row’s … menu offers Follow, Edit, Delete, Send Portal Invite, and Add Property.

The table shows 15 clients per page, with page controls at the bottom. Unlike the Client Profiles view, it lists both Active and Inactive clients.

You decide which columns the table shows. Click the column picker (the icon at the top-right) to tick the columns you want and drag them into the order you prefer. Your choice is saved for the whole company.

The column picker: tick which client fields to show and drag to reorder them.

Available columns are ID, First Name, Last Name, Display Name, Company Name, Phone Number, Mobile, Fax, Email, Primary Address, City, State, Zip, Country, Client Type, AutoPay Enabled?, AutoPay Invoice Type, Status, Sync to QuickBooks (only when QuickBooks Online is connected), Online Processing Fee, Send Invoice PDF Attachment, Created on, and Modified on. The default columns are First Name, Last Name, Phone Number, and Email.