Scrolling through a single unsorted client list to find the clients you need wastes time and makes it harder to act on the right information at the right moment. Your Client List in Thryv Business Center lets you create multiple custom views, choose exactly which columns of client information display in each view, apply filters to segment clients by tag, creation date, marketing opt-in status, and more, and save those views for your own login or share them with your entire staff. When you save a filtered view in your Client List, your segmented groups are available instantly every time you log in, so you can move from viewing all active clients to viewing opted-out contacts to reviewing recently added leads without rebuilding your filters each time. You can also perform bulk actions on any group including adding or removing tags, changing client status, merging accounts, and sharing documents, by selecting two or more clients and choosing an action from the toolbar.
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