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      What is the Recent Clients block on the Home Screen?

      The Recent Clients block shows clients that have recently been entered into your system.

      1. The Recent Clients block will appear on the right side of your homepage. 
      2. It shows a list of clients recently added to your system. You can scroll through this list to see more clients and if you wish to view a specific client's details, you are able to click on the client from the list and be taken to that client's Client Info screen.
      3. If you will to view all clients, click the icon that looks like an arrow coming out of a box and you will be taken to the Client Records Screen where you can view a list of all clients. For more info about viewing clients, see the article: How do I view Client Records?
      4. Anyone with the Full Client Admin Control security level has the option to change the view from their own Recent Clients to a specific Advocate's Recent Clients or ALL Advocates combined.