Introducing our new Beta Client List! Now, you can customize how you view your customer information to make your day to day easier!  Watch the video below to see the difference

Columns – Choose how you want to view your client information by re-ordering columns or toggling specific columns on/off

Views – Create customized lists based on certain criteria. By default, you’ll have All, Active, Recently Created, Customers with Open Payments, and Recently Active. You can even save new views when you edit your columns

If you have already set up your CRM and want to learn more about the new view, Click Here

If you haven't set up your CRM yet, now is the perfect time! This new view will make your client list easier to manage! Click Here for the learning module to set up your CRM in 4 easy steps!

Tell us what you think! Share any improvements you would like to see or ways this will help your business in the comments below!