How Do I Use the Client List?
The Client List is a centralized, filterable directory that lets you quickly view, organize, and take action on clients or accounts in one place.
Why This Matters
The Client List helps you manage large client volumes efficiently—making it easy to find records, apply bulk actions, and segment clients for workflows like email campaigns or outreach.
Table of Contents
Access the Client List
Click Clients in the left navigation.
Select Client List.
Customize the Client List View
The Client List functions like a table, with columns showing client attributes.
Common Client Attributes
Examples include:
Name
Email
SSN
City
State
Entity
Client Type
Show or Hide Columns
Click the three-line (Customize Client List) icon in the top-right corner.
Use the checkboxes to select which attributes to display.
Click Done.
Reorder Columns
Hover over a column header.
Click and drag the column left or right to change its position.
Open Client Records
Click a client’s name to open their Client Record.
Click a client’s email address to start an email to that client.
Apply and Manage Filters
Filters allow you to narrow your Client List and perform actions on specific groups of clients.
Create a Filter
Click the dropdown arrow next to a column header.
Select a Condition.
Enter or select a value.
Add additional conditions if needed.
Click Apply.
Edit or Remove Filters
To edit a filter, click the column dropdown again and adjust the criteria.
To remove a single filter, click Clear.
To remove all filters, click Reset Filters at the top of the Client List.
Notes
Available filter conditions vary by attribute type.
Date-based attributes (such as birthdays) support options like date ranges or specific periods.
Save Filter Views
Saved Filter Views let you reuse common filter combinations.
Save a Filter View
Apply one or more filters to the Client List.
Click Save Filters at the top of the list.
Enter a descriptive name for the view.
Click Save.
Your saved Filter View appears as a tab at the top of the Client List.
Use Saved Views for Bulk Actions
Select the checkbox in the list header to select all clients in the view.
Use bulk actions (such as Send Email) to take action on the entire group at once.
Search for Clients
As your client list grows, search helps you quickly locate records.
Search for a Client
Click Clients.
Click into the search bar.
Begin typing a client’s information.
You can search by:
First or last name (individuals)
Company name (businesses)
Phone number
Email address
Client display name
As you type, matching clients appear automatically. If multiple clients share similar names, all matches are shown.
Click a client record to open their Client Record.
Summary
The Client List gives you a flexible, powerful way to organize clients, apply filters, save reusable views, and take bulk action—helping your firm work faster and stay organized as your client base grows.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.