This article will discuss the Clients List screen.
Client Records
From any screen click on Records and choose clients from the list. (see below - Figure 1)
Figure 1
The Clients List screen will display the clients that have been entered. (see below - Figure 2)
Figure 2
Searching Clients
By default, the Active Recent Clients for the past 30 days will display. It also defaults to displaying all clients for all advocates or users in the software, depending on your level of security and the permissions set on each client. The time range of the past 30 days can be changed by clicking on the down arrow button and selecting the preferred time range from the list. (see below - Figure 3)
Figure 3
If you want to see a list of only the Clients that you have had contact with, you can use the quick search tool in the top blue bar and change the find client by any record to find client by advocate and click on the icon to the right that looks like a box with a pencil in it. (see below - Figure 4). For more information about Quick Search please see the article How do I use Quick Search.
With a specific search done the list will display all the data found in the database that matches the search criteria in the top blue bar. In Figure 5 (below) you will notice that one of the clients listed is highlighted in pink. This indicates the CASE that client is involved in has been deactivated.
Figure 4
Figure 5
In the upper right corner of the screen, you will see Advanced Search and the 'Show All Recent Clients'(see above - Figure 5):
The Advanced Search button will take you into the Reports screen, Classic Client List report for a more advanced way of searching for clients.
The 'Show All Recent Clients' will clear the specific search and show all the recent clients entered.
On the left side of the screen, you will see 4 buttons (see below - Figure 6):
- Column Visibility
- Copy
- Export
Column Visibility will allow each user to choose which columns of information they see on this screen. Click on the Column Visibility button and choose the columns from the list to be hidden or viewed. The default is to show all columns, but the user can hide any columns they choose. They can click on the same button to turn any column back on to be viewed on the screen.
Figure 6
The Copy button will allow you to copy what is displayed on the screen to paste into another document.
The Print button will allow you to print what is displayed on the screen.
The Export button will allow you to export the data that you see on the screen. Click on Export and choose CSV, Excel, PDF, and Full Export as the method of exporting the data. Full Export will export all the case data for the names displayed on the screen not just the columns of information that you see.
Below the column visibility button, you will be able to choose from the dropdown box the number of cases that are displayed on the screen. You can choose 100 (the default), 500, or All. (see below - Figure 7)
Figure 7
Filtering Clients
On the right side of the screen, you will see the Filter box. Not to be confused with the Search tool in the top blue bar that searches the entire database, the filter box will allow you to filter what is displayed on the screen. You can use both numbers and letters to filter the list. Beginning with the first character you type the system will filter every column to the character or characters you have entered. (see below - Figure 8)
Figure 8
Navigating/Sorting Clients
Below the filter box, you will be able to page forward or backward using the First, Previous, Next, and Last buttons, if your list is long enough to span multiple pages. (see below - Figure 9)
Figure 9
The list that is displayed on the screen can be sorted by clicking on the titles at the top of each column. Click 1 time for ascending order and a second time for descending order. (see below - Figure 10)
Figure 10
If you click on a name in the list, it will bring you into that Client’s Services Tab to have quick access to apply services to that person’s case. You can also use the tools to the right side of the screen to access that client’s information screens specifically the tab that matches the tool you clicked on. If you don’t know what the tool is, you can hover over the tool, and it will tell you. (see below - Figure 11)
Figure 11
