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KB Home / Tips and Tricks / Default Client List Views

Default Client List Views

Article ID: 3284
Last updated: 23 Mar, 2023

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

For example, selecting Latest Account View, displays the following accounts information in the client list:

Article ID: 3284
Last updated: 23 Mar, 2023
Revision: 2
Views: 98
This article was:  


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