Finding and managing clients using Client Tree

The client tree is a structured representation within the platform that provides a clear overview of all managed clients. Organized in a hierarchical layout, it positions owners at the top level, with clients, accounts, and users nested below.

Key Features of the Client Tree:

• Hierarchical Structure: Displays a hierarchical view with owners at the top, followed by clients, accounts, and users arranged systematically. This setup allows easy visualization and navigation of relationships between entities.
• Selection Options: Users can select either clients or accounts from the tree to view specific details. This flexibility enables focusing on relevant details according to current needs.
• Search Functionality: Incorporates search functionality to quickly locate specific clients, accounts, or users by name or ID. This feature enhances efficiency by facilitating rapid access to desired entities.

Overall, the client tree is a valuable tool for managing and navigating client relationships effectively. Its structured layout, selection options, and search functionality contribute to a user-friendly experience, ensuring seamless access to client, account, and user details within the platform.

Recently Selected Client Search Feature

The recently searched clients feature offers quick access to users' most recent client interactions, enhancing efficiency and convenience by providing shortcuts to previously accessed client information.

Key Aspects of Recent Client Searches:

• Quick Access: Displays recent client searches, allowing users to quickly revisit clients viewed or interacted with, without re-entering search criteria or navigating the entire client tree.
• Timesaving: Provides immediate access to recently accessed client details, streamlining the retrieval of specific client information.
• Enhanced User Experience: Improves user experience by enabling users to easily resume workflows without repeating previous search actions.

Overall, the recent client searches feature is designed to optimize productivity and navigation within the platform, offering a convenient way to revisit and access recently viewed client information.