Default Client List Views

Article ID: 3284

Last updated: 24 Jan, 2024

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: 24 Jan, 2024

Revision: 3

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