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 sho...

It's possible to export information from the client list to a .csv file - Useful for when you're creating external records and audits. Please no...

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 ...

By default, the Client list is set up to just display information about the primary contact for each of your clients. But what if you want to see informatio...

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...

In order to view which clients have been activated on the portal, we can add a new column to your Client list. First, go to your Client list > Custom...

When you create a custom client list it will only be visible to yourself, however you can set the visibility for your client lists, so if there are some vie...

There are two ways to remove a client record from Senta, you can either remove the client from the Client page or from the Client list in the Work menu.  ...

The audit feature allows you to view a complete record of the jobs, tasks & activities that have taken place for a client. Audits can only be performed ...

You can filter data in the Client list columns to display specific information, but did you know that you can also filter the columns to show empty fields? ...