How to navigate the Client menu

Overview: Learn how to navigate your clients menu, search, sort and archive in the clients menu.

Viewing All Clients

• In your clients menu, you can see all the clients in your organization. Everyone can see everyone's clients in your firm.

Filtering by Assignment

• Click the "Assigned to me" tab to view clients that are only assigned to you.

Searching Clients

• At the top, you can search for clients. When you click "Search clients," you'll see a list of your previously viewed clients.

Viewing Archived Clients

• To the left of the search bar, you'll see archived clients. If you archive a client, you can view all those archived clients later.

Sorting Columns

• You can sort each column by ascending or descending. Possible sort options include:
  • Client name
  • Who it's assigned to
  • The created date
  • The date it was first summarized

Editing, Archiving, and Viewing a Client

• Open the three-dot menu to edit the client or to archive the client. To view the client, click the "View Client" button.