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Working efficiently – Client list

written by Digita Support, 24 February 2016

Can’t see the wood for the trees

by Chris Henley, Customer Support

Hidden Benefits of Portals (Client List)

When opening Practice Management, you don’t want to be wading through a plethora of clients and information that isn’t relevant to you.

Practice Management can help simplify the client list to suit your needs. On the left side of the screen, you will see the group and filter options. These allow you to filter your client list to show only your active clients or group by, for example, client type or client manager.

By selecting these options, you’ve gone from seeing all clients to seeing just your active clients neatly grouped by their type ready for you to work on.

If your client list is still looking cluttered and you have superfluous columns you don’t use you can simply left-click on the column heading and drag and drop them off screen to get rid of them. Don’t worry if you get rid of a column you shouldn’t have you can easily use the field chooser to get the column back.

Client List

To search for a client on your client list you can simply click on the filter box and type in their name or code, this should filter it down to the record you are looking for.

If you want to filter your list to show a particular group of clients, click the filter icon (the funnel icon) to bring the filter bar into your client list. This will allow you to filter your list only to show a particular group of clients. For example, if only want to show companies, use the filter bar to select company from the type column and then, hey presto, you have filtered your client list only to show your company clients.

If you have any question about making your client list work for you, don’t hesitate to contact the support team.


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