Filters are available throughout ClientView and can be accessed in the top right corner of the Clients, Dashboard, and Tasks tabs.
Use filters to sort and organize data quickly.
When a filter is active:
Clients Tab:
The table will display only the clients relevant to your selected filter.
Dashboard Tab:
The data and metrics shown will be specific to the clients within your filter scope.
Tasks Tab:
Only tasks that meet the filter criteria will be visible.
Available Filters:
Client name
Category
People
Active status
Once you’ve set your filters, click Save. To clear filters, open the dropdown again and click Clear.