Client List Overview

This article will be an overview of the client list and all the features available.

Client > Client Profiles > Client List

Filters and Search:

All clients are stored in 3Shape LMS indefinitely and are unable to be completely removed. Setting a client as inactive will remove the client from case entry and all active searches. 

You are able to filter for:

• Active/Inactive clients
• Client offices or Labs
• Groups (See article on how to create groups)

Printing and Export:

Exporting the client list will give more detailed information in .csv format.

Printing the client list will print basic information such as:

• Client name
• Phone #
• City
• State
• Country
• Zip
• Date created

Changing client settings:

Change client settings in batches or one-by-one by either clicking the actions gear to the right of the client or selecting the clients with the checkboxes and clicking 'Settings' on the top of the page.