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Client lists
Client lists are meant to gather certain clients according to common features, similarly as for Customer Relationship Manager's contact lists.
They are accessed from a client's Management Page :
This pop-up features :
- search criteria aimed at displaying lists created by particular user groups, broken down by user, with several ordering options ;
- the lists this client belongs to, including for each a short description and the possibility to
the client from it ;
- a menu featuring all created lists (according to the user group/user choice above), with possibility for each one to
the client in it ;
- the possibility to add a new client list thanks to the eponymous button.
Subsections
Next: Adding a new client Up: Client Management Previous: The Client Management Page