Create views on the Client List
On the Client List screen, you'll see the All Clients view with all the columns by default. But you can change it! You can create your own view by picking which columns to show and arranging them however you want.
You can set filters like Period, Close Status, Close Due Status, Manager, Preparer, and more, then save the view.
Examples of views that you can create are below:
- View showing specific Manager's clients
- View showing all Tier 1 Clients
- View showing all clients with overdue closes
Click on the + symbol, give your view a name, and save it.
There are 2 types of views that you can save.
- Firm View is for the firm level; all users can view it.
- My View is visible only to you, not to all users in the firm.
Once the views are created, you can apply whatever filters, enable/disable columns etc and you can then click on Apply to save the changes.
If there is any such view that you want to always land into whenever you log into Xenett, you can mark it as Default.
You can't change or remove the 'All Clients' view, which is set by default.
