The Client List will have default columns, but you can add new ones by selecting Columns in the top right and selecting the columns from the list shown below. Once ready, click the x in the top right to close. This will repopulate the list with your specified columns. To remove any columns, you can deselect from this list.
You can also add custom fields that appear as columns using the Add Filter option. It will populate certain columns for you, or you can search to add a more specific one. Once you have found the relevant option, click from the list and select Add Column.
These filters will disappear unless you bookmark them. To do this, select bookmark along the top right and choose New Bookmark.
Enter a Bookmark Name and select whether it will be viewable by all staff and click Save.
To view these filters again, select the option from Bookmarks.
You can also filter by the specific columns within the client list by selecting it in the column headers.
The Export option will export all clients to a spreadsheet for you to a downloadable excel file.
The Email All and SMS All will allow you to send an email or SMS to all relevant clients, depending on the filters you are viewing.
Note: To send an attachment in any emails/SMS, you will first need to upload the document to AccountancyManager in Resources.