Client Manager Setup and Searches - Video

Updated: 2025-11-04

Learn how to get the Client Manager running in your practice. Delve into how to find what you want in the Client Manager using custom filters and saved searches.

Topics include:

• First-time setup
• Indexing and folders
• Quick searches
• Views and previews
• Batch opterations

Broadcast date: November 2024
Presented by: Parminder Kaur