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Ways to use new Clients view


1 comment

  • Jenette
    Community Champion

    In my experience with clients, here are the columns they are most often dragging to the top to see quicker:

    • Assigned staff member
    • Last Activity
    • Client status.

    Also, remember that custom views can be saved for each staff member. So for lower level staff members, they are focusing on fields like phone or address to make it easier to get to the job quickly. Hope this helps!


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