View your client list

Your client list is accessed by going to Clients > Client List (or you can select Clients from the breadcrumbs at the top of any open client record).

You can filter the client list to limit the number of records displayed. Change the sort order of the list by selecting a heading.

From the list you can:

  • Change the sort order by selecting a heading.
  • Filter the list of clients
  • Move columns
  • Resize columns
  • Export clients from your client view

Use the search box to search for a client using their ID or name.

View or edit a client record by selecting the client name.

Select Actions to:

You can also mark clients as active or inactive and import clients from a CSV from the Import clients option.

Including or excluding clients from AML reporting

Use the Bulk updates menu to to include or exclude clients from your AML reports.