ResourcesOrganize clients
Navigate between clients and configure client information.
Keep track, manage, and organize your clients the way that fits your practice.
Viewing clients
Use the top panel to
- search for clients;
- sort clients by any column you have specified; and
- switch between card and table view.
Add client attributes
Select "Add Column"
Click on any client in the client table. In the Assistant Panel select "Client Editor" and open the "Add Column" section at the bottom of the panel.
Define column datatype
Under "Column Datatype" select "Alphanumeric" (text and numbers) or "Date".
Name column header
Under "Column Header" specify the name of the column header of the new client attribute.
Edit client attributes
Click on any client in the client table to activate the Client Editor in the Assistant Panel. Select "Client Editor" if not already selected and populate the existing client attributes.