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Video: Client Manager searching

Updated: 2018-04-13

Client Manager—Saved Searches and Column Layouts

Save time when querying the Client Manager database. Use saved searches and column layouts to set your favourites. Learn how to:

  1. Save custom searches (1:40)
  2. Attach a column layout to a saved search (9:58)
  3. Create a custom column layout (11:56)
  4. Export to Excel® from the Client Manager (19:40)

Date of broadcast: January 24, 2018
Presented by: Andrew Little