We are excited to announce an update to the Clients screen! We have improved the layout and added new features to help you manage your client list more effectively and see important information at a glance!

If you have any feedback you would like to provide about the new view, Sign In with your Thryv login and leave a comment on this article!

To access your client list, select Clients from the left navigation pane. (Note: The term "Clients" will be replaced by a different CRM term if one is selected in Settings>Business Info)

To access the new beta view, click Try It Out on the banner at the top of your screen!

Your Client List

Once you have added your clients in Business Center, they will present in an alphabetical list that you can search and also apply filters to find clients by activity, status, tags, and saved filters. 

From the client list you can perform the following actions 

• Add New Contact- Clients are automatically created on your account once they contact you on your website forms, or you can manually add clients yourself when they call or step into your office.
• Invite Via Email - Choose one or multiple clients from your list and send them an invitation to connect with you through your Client Portal, or grab a link to your one of your Client Portal's actions and post them on your social media or email campaigns. 
• Import clients into your account from your Google Contacts or from an existing CSV file.
• Export clients to a spreadsheet
• Back to old version takes you to the classic client list

Saved Views

A saved view of your client list is a customized list based on certain criteria. In addition, you can customize the order of your columns to create additional views, so that you can quickly see which information is important to you.

Hide A View

To hide a view,  click on the x next to the title. The view won't be deleted altogether, but rather it will be hidden in the views drop-down. The counter will indicate how many views are hidden in the drop-down. You can click on Views to bring the view back to your dashboard.

Rearrange Your Columns

You are able to arrange the columns in any order you like, and save them into custom views. To rearrange your columns, click on the Columns button.

In the menu that appears, use the checkboxes to determine which columns appear. You can uncheck a box to hide that column from your view. In addition, use the handlebars on the far left to drag columns into the desired order. The columns in this view from top to bottom will be arranged from left to right in your view.

After rearranging your columns, you are able to save this view for future use. To do so, click on Save. Pre-set views can not be edited, but you can save changes as a new view altogether.

Bulk Actions

As part of the beta, bulk actions are currently available for select accounts.

Once you have created a client view, you are able to take bulk actions on all clients within that view, or a select list. To select clients, use the checkboxes. To Select All, use the checkbox in the header row. Otherwise, you can check or uncheck clients individually.

Once you have selected your clients, select a bulk action to take. Use this to take one of the following actions with 2 or more clients:

• Invite via Email - Invite the clients to take an action with your client portal, including signing in to the portal or scheduling an appointment
• Add tags - add  tags from selected clients in one action
• Change Status - change the group of clients to a new client status
• Remove tags - remove one or more tags from all selected clients at once
• Merge - Merge the contacts into one contact. For this, you will select one existing contact to remain the primary contact. All other contacts selected will be merged as separate sub-accounts under the main one. Note that clients are not notified of this action.
• Share internal or external document - add a document to all client cards at once, and if Share is chosen, the clients are notified and can access the document via their client portal

Search Your View

To search for a client within your current view, use the search bar beneath your views. The list below will filter according to your search.

Note: This search bar only searches clients within your current view. If you wish to search all of your clients, either use the global search bar at the top of your screen, or set your view to All.

We are excited about the improvements made to the client screen, and believe that the ability to create saved views and better organize your client list will save time and money. If you have any feedback or suggestions for the new Clients screen, Sign In with your Thryv login and leave a comment below!