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How can I filter and view clients in the client section?
How can I filter and view clients in the client section?

Understanding the Client Section

Updated over 2 weeks ago

Trova provides convenient filtering options within the client section to help you manage your client list efficiently. Here's how you can filter and view clients:

  • Use the dropdown filter to select between:

    • All Clients: Displays the entire client database.

    • Active Clients: Shows only clients with ongoing interactions.

    • Archived Clients: Displays clients whose records are stored for reference but are no longer active.

These filtering options make it easy to organize and navigate your client list based on your specific needs.

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