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How do I manage my client list view?

Admins can customize their Clients view to their preference by adding and removing columns and rearranging and resizing columns.

Adding & Removing Columns

From Clients, select the gear shaped icon to access the column dropdown. Choose to select or de-select the columns you wish to appear on the Client List.

Rearranging & Resizing Columns

From Clients, select and drag on the column header to move their position on the list.

To resize columns, hover over the space between column headers. A cursor will change to a symbol with two arrows. Once you see the new cursor appear, drag to either side to increase or decrease the column width.

 

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