Client List Overview

This article will be an overview of the client list and all the features available.

Client > Client Profiles > Client List

 

Filters and Search:

All clients are stored in 3Shape LMS indefinitely and are unable to be completely removed. Setting a client as inactive will remove the client from case entry and all active searches. 

You are able to filter for:

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Printing and Export:

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Exporting the client list will give more detailed information in .csv format.

Printing the client list will print basic information such as:

  • Client name
  • Phone #
  • City
  • State
  • Country
  • Zip
  • Date created

Changing client settings:

Change client settings in batches or one-by-one by either clicking the actions gear to the right of the client or selecting the clients with the checkboxes and clicking 'Settings' on the top of the page.

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