The client list

Your client list is accessed either from the Clients menu then Client list, or by selecting Clients from the breadcrumbs at the top of any open client record.

Active and inactive clients

indicates an active client

indicates an inactive client

Client status

Three client statuses are available:

  • Client — An existing customer of your practice
  • Non-client — A business you want to add for record purposes only, such as a solicitor practice
  • Prospect — A future customer of your practice

Client and business types

The following client and business type combinations are available:

Client Type Business Type
Individual  
Business Limited Company (displayed as Limited)
Business Limited Liability Partnership (displayed as LLP)
Business Partnership
Business Sole Trade (displayed as SoleTrader)
Business Incorporate Charity
Business Unincorporated Charity
Trust  

Using the client list

Change the sort order of the list by selecting a heading. You can filter the client list to limit the number of records displayed.

Use the search box to search for a client using their ID or name.

View or edit a client record by selecting the client name.

Select Actions to:

You can also mark clients as active or inactive and import clients from a CSV from the Import clients option.