Be sure to scroll down and watch the video!
By default, your clients are displayed in alphabetical order by last name starting with the letter A. Use the orange letters at the top of this page to display only those clients whose last names start with the selected letter.
If you would like to view all your clients, click ALL at the end of the alphabet.
There are many features included in your Clients Database. Be sure to review each one and watch each corresponding video to get the most out of this online "cloud storage" database.
The client list can be organized by “Last Name”, “Street Address Name”, “Phone and contact Type” by clicking on the column black sort arrows.
When any client has no active transactions, they can be hidden from the client list. Just click on the green Hide link and the client will be moved to the Display Hidden Clients folder. To view hidden clients, click on Display Hidden Clients at the top of the page. Clients may be unhidden at any time.