Convert job list to client list

Quickly converting a job list to a client list is useful if you need to view other information about the clients in the job list, or if you want to send them a bulk email.

1. Go to the Work menu and select All jobs.

2. Apply any filters to the list you need, such as job filters and status filters.

3. Select all of the jobs shown in the list.

4. From the Actions menu, select View as client list.

5. A client list is displayed with the appropriate clients. From here you can perform bulk actions on these clients.