Default Client List Views
You can create and manage default views within the Practice Manger clients screen to ensure you're seeing the information most pertinent to you and your practice. You can also select from the following default views already setup:
- Latest Accounts View
- Latest CS View
- Latest CT View
- Latest SA View
- Latest VAT View
- Latest MTD Quarterly Updates View
For example, selecting Latest Account View, displays the following accounts information in the client list:
