Client List¶
The Client List page displays all clients in your organization and provides tools to add, edit, and export client records.
Viewing Clients¶
Navigate to Clients > List from the sidebar or click the Clients card on the Home Page. The client list loads automatically.
Client Data¶
The table displays:
| Column | Description |
|---|---|
| System ID | Internal system identifier |
| Client ID | Customer-assigned client identifier |
| First Name | Client's first name |
| Middle Name | Client's middle name |
| Last Name | Client's last name or company name |
| Actions | Edit button to modify the client record |
Searching Clients¶
Use the search box above the table to filter clients. The search applies across all visible columns, so you can search by name, client ID, or any other displayed field.
Adding a New Client¶
- Click the Add Client button.
- Fill in the client information in the dialog that appears.
- Click Save to create the client record.
See Adding & Editing Clients for details on all available fields.
Editing a Client¶
- Find the client in the list.
- Click the Edit button in the Actions column.
- Modify the client information in the dialog.
- Click Save to update the record.
Exporting Client Data¶
Use the export buttons in the toolbar to download the client list:
- Excel — Download as an Excel spreadsheet
- CSV — Download as a comma-separated values file
- Print — Open the browser print dialog
- PDF — Download as a PDF document
See Exporting Data for more details.