Client card view
The Client card view shows relationships between clients and files.
- The list on the left shows the names of clients with a last modified date and last action.
- In the heading at the top of the list, choose from the drop-down menu to list by Last name, First name or Reference (SIN/BN).
- On the right of the heading row, click A-Z (alphabetical) to change the sort order to Z-A (reverse alphabetical).
- Click on a name in the list to see a detailed preview on the right.