- Created by Unknown User (vilma.zubak), last modified on Jan 07, 2016
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The Clients page displays a list of all the clients in your database. Check out the video for an overview of the features available on the Clients page.
|View your client details||Click a client name in the displayed list on the left to view their details on the right.|
|Contact your client|
Easily contact your client directly from your clients list.
|Email your client||Email your client directly from your clients list by clicking your client's email address to open your default email program.|
|Directions to your client||If you're planning to visit your client, but don't know how to get there, click their address details to open your default browser map program and find directions to your client.|
|Search for a client||By default, your client list is displayed in alphabetical order.|
To search for a client, type their name in the Search text field and click or press Enter. The client list displays the search results from where you can select your client.
To return to your full client list, delete the text you entered in the Search text field and click .
|View your client portals||Click Portals on your Clients page to view a list of all the client portal you've created.|
|Search for a portal||Enter the portal name in the Filter by portal search field. Once you start typing the portal name, the list adjusts to display the results relevant to your search.|
|Edit a client portal||See Editing your client portal for more info.See|