Overview:
ClientPoint’s enhanced Manage Screen allows you to tailor the view to display only the information you need. This update provides flexible options for hiding or displaying specific columns, making it easier to focus on the data that matters most for your workflow. Whether you want a broader view or a streamlined list, customizing the Manage Screen helps ensure a smoother, more efficient experience in managing your client interactions.
Customizable Columns on the Manage Screen:
Here are the columns you can now choose to display or hide according to your preferences:
- CLIENT
- ACTIVE INDICATOR
- CATEGORY
- ENGAGEMENT INDEX
- STATUS
- VIEW STATUS
- REVENUE
- REP
- DATE CREATED
- EXPIRATION DATE
- SENT DATE
- CLOSED DATE
- DIVISION
- REGION
- MARKET
- SERVICE
- SUB SERVICE
- TOTAL TIME SPENT
- UNIQUE VIEWERS
- SHARES
- CLIENTPOINT LAST MODIFIED DATE
- LAST VIEWED ON
- LAST VIEWED BY
- CREATED BY
Steps to Customize Your Manage Screen:
- From the ClientPoint homepage, navigate to Settings and select Advanced Settings to access the configuration options.
- Under Manage Screen Setup, you’ll see a list of available columns.
- To hide a column, click on the item you'd like to remove, select Edit, and uncheck the checkbox next to that item.
- Once you’ve adjusted your selections, click Save Order to save your customized view.
Conclusion:
With these customization options, you can make your Manage Screen as simple or as detailed as you prefer, keeping your interface organized and relevant. Streamlining your screen view can reduce distractions, enabling you to quickly find the information you need.
For additional assistance or questions, please contact support@clientpoint.net.