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Client Manager Setup


#1

How do I save the quick search settings?? They seem to reset after each exit.

A global search of T1, T2, and so on is returning all Adams’ and all clients who use our office as a mailing address and all clients who we are the contact person for. Can I de-select some of the default search fields but not all??

The potential if fascinating. My junior staff no longer remembers who owns the numbered companies but this search can find all #Cos and all corporations not named for the principle. Great possibilities if I can get it to stop returning too many


#2

The ability to save your own filters for quick access is something that we’ve started to work on. Towards the end of summer and early fall we’ll start to show many Client Manager improvements.