Your ClientPoint Manage Screen stores all of your ClientPoints and templates, so we know how important it is for you to find the information you need on this screen, fast. ClientPoint allows your admins to configure the Manage Screen to fit your company’s needs.
Here’s how to set it up:
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1. On your homepage, find the Settings icon. |
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2. Click on Advanced Settings |
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3. Choose Manage Screen Setup |
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4. Click on the column(s) you’d like to remove from your manage screen and choose edit |
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5. Uncheck the Show on Manage Screen List and Search box and hit submit. |
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6. Drag and drop the options to reorder the columns
7. Be sure to click Save Order when you’re all done! |
Have questions? Please email support@clientpoint.net.