Clients List

1. Viewing Clients List on the account

1. Click on “Clients” from the main menu.
2. Click on “Manage Clients”.
3. The software will display a list of the clients registered on the account.
   • You can click on the checkbox at the top of the page to select the entire client list and choose between:
     • All (Current Page): Select all clients on the current page.
     • All Filtered (All Pages): Select all clients across all pages.
   • Review the “Actions” list to apply a set of quick actions to the selected client list. You can refer to the “Managing Client Groups” guide below.
   • Use the navigation buttons (<) (>) to switch between display pages for client lists.
   • Click on the gear icon to access the “Client Categories” page.
   • Click on the “Import” button to upload a prepared file with client data to the software. Refer to the [“Importing Client Data”] guide.
   • Click on the “New Client” button to start adding a new client.
   • Search tools at the bottom can be used to quickly find the required client.
   • Click on the “Advanced Search” button to access more professional search and filtering tools.
   • At the top of the client list, you can click on “Sort By” and choose from multiple ways to arrange the client list, such as (Name, Created Date, Client Number, Status).

2. Controlling Client Groups

1. Click on “Clients” from the main menu.
2. Click on “Manage Clients”.
3. Select a group of clients by clicking the checkbox in the upper left corner of each client’s card.
4. You can select all clients listed at the top of the page and choose from among:
   • All (Current Page): Selects all clients on the current page.
   • All Filtered (All Pages): Selects all clients on all pages.
5. Choose the appropriate action from the “Actions” drop-down menu from the available actions:
   • Delete: Deletes the selected clients.
   • Suspend: Suspends the selected clients, preventing them from participating in any account transactions.
   • Unsuspend: Unsuspends the selected clients.
   • Create Invoice: Creates a consolidated invoice for all selected clients.
   • Send Emails: Sends an email to the selected group of clients.
   • Change Status: Assigns or changes the status of all selected clients.
   • Change Category: Assigns or changes the category of all selected clients.
   • Send SMS: Sends an SMS to the selected group of clients.
     • Note: SMS must be activated on the account to appear in the actions list. For more details, you can refer to the guide [“Activating SMS Application”]