Be sure to scroll down and watch the video!
Your list of clients in your Clients Database, can be organized by categories like:
Last Name Company Name Street Name Phone Number Client Type
Click on Clients Database and then click on the orange ALL link. At the top of the screen, you will see headers for each of these columns. Just click on the respective up-or-down arrows associated with these columns to sort your clients by the selected field.
Remember: the more information you enter for your clients the easier it will be to locate your clients when sorting
Client Type video