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Setting Up the Manage Screen in ClientPoint

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Elayza Cataluna
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The Manage Screen in ClientPoint serves as the central hub for accessing and managing all your ClientPoints and templates. Its customization capabilities allow administrators to tailor the layout and content to align with their organization's unique workflows, ensuring quick and efficient navigation. By configuring the Manage Screen, your team can prioritize the most relevant data and optimize productivity.

Here’s how to set it up:

1. Access the Settings Menu:

  • On the ClientPoint homepage, locate and click the Settings icon.
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2. Navigate to Advanced Settings:

  • Select the Advanced Settings option from the menu to access configuration options.
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3.Choose Manage Screen Setup:

  • Click on Manage Screen Setup to begin customizing the Manage Screen layout.
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4.Edit or Remove Columns:

  • Identify the columns you want to modify.
  • Click on the desired column and choose Edit.

5. To remove a column, uncheck the Show on Manage Screen List and Search box and click Submit.
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6. Reorder Columns:

  • Use the drag-and-drop feature to rearrange columns in the desired order.
  • Prioritize the columns that your team uses most frequently to enhance efficiency.

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7.Save Changes:

  • After making the desired adjustments, click Save Order to finalize the configuration.

 

Best Practices for Setting Up the Manage Screen

  • Tailor Visibility to Roles: Ensure that the columns displayed align with each team's responsibilities. For instance, sales reps may focus on client details, while administrators may prioritize status updates and document history.
  • Revisit Periodically: Business needs evolve, so revisit the Manage Screen setup periodically to ensure it remains relevant.
  • Minimize Clutter: Avoid displaying unnecessary columns to reduce visual clutter and make important data more accessible.

Conclusion

Customizing the Manage Screen in ClientPoint empowers your team to work more effectively by streamlining access to essential information. By tailoring the display and organization of columns, you can create a more intuitive and productive workspace. For additional assistance, reach out to support@clientpoint.net.

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