Client List

Using client lists
The client list on Senta looks very simple, but there's a lot of power that can help you get things set up just how you want.    The client list sh...
Tue, 10 Apr, 2018 at 11:53 AM
Exporting data from the Client List
It's possible to export information from the client list to a .csv file - Useful for when you're creating external records and audits. - Op...
Wed, 18 Apr, 2018 at 3:33 PM
Bulk Update Fields in the Client List
You can update any field, including contact information, in bulk from the contact list, making it really easy to change groups of clients from Prospects to ...
Wed, 2 May, 2018 at 5:12 PM
Viewing all contacts for each Client in the Clients List
By default, the Clients List is set up to just display information about the Primary Contact for each of your clients. But what if you want to see informati...
Wed, 27 Jun, 2018 at 4:52 PM
Displaying fees information on Client Lists
You can display fees for each of your clients on your client lists. You can do this by adding a column to the list. 1) Open your client list by going to...
Wed, 31 Oct, 2018 at 2:20 PM