Navigating the Clients Section

The Clients section contains all client profiles that have been created in your workspace and allows you to create new ones.

You can access it by selecting the tab Clients from the left navigation.

The page is divided into two views:

Here is covered the Clients view. In this article, you can learn more about Companies.

To quickly find a client, you can use the search bar and the Created filter.

To search for a client, enter part or all of their name or email address and press Enter to filter the results.

The Created filter allows you to display only clients added during a specific period.

Available options include:

Selecting Custom Date opens the date picker, where you can choose a specific date or a custom date range.

To remove a Created filter, click the filter again and use the Reset button (the arrow icon) in the top-right corner.

In the top-right corner of the page, you'll find the Create Client button.

Clicking it opens the client creation window, where you can create a new client profile.

To learn more, see How to Create a Client.

You can customize the layout and sorting of the client list to match your preferences.

Click the Layout & Sort button in the top-right corner to configure:

Choose between:

You can also choose how many clients to display per page:

Clients can be sorted by:

To switch between ascending and descending order, click the selected sorting option again.

You can also sort directly from the client list by clicking the column headers:

Clicking the same column again switches between ascending and descending order.

On the right side of the column headers, you'll find the Toggle Columns button.

From there, you can control which columns are visible in the client list.

The Name column is always visible and cannot be hidden.

You can show or hide:

If you prefer a simpler view, you can hide all optional columns and leave only the Name column visible.

You can also resize individual columns.

Hover between two column headers until the resize cursor appears, then click and drag to adjust the width.

Each client is displayed using the Full Name entered when the profile was created.

If available, the client's job title and company name are displayed directly below their name.

When the corresponding columns are enabled, you'll also see:

Custom field columns display values only for clients where those fields have been populated.

Clicking a client opens their profile, where you can view and update their information, manage custom fields, and access additional client settings.

To learn more, see Managing Client Profiles and Settings.

At the bottom of the list, you'll see:

The page numbers and navigation arrows are clickable, allowing you to easily move between pages.

Need additional assistance? Contact support.