What do you want to find out?
By default, the data of the previously added clients is displayed in List view and you can sort them alphabetically via any column.
A variety of editing and modification options are at your disposal, including bulk modifications.
Using the New Custom Filters
To help you keep your Clients/Locations list clean and easy to manage, you can now use the Custom Filters panel.
Click the Filter icon in the top-right corner of the Clients / Locations page to open the filtering options.
Filter by Period of Use
You can display only those Clients/Locations that were not used within a selected date range.
This is especially useful when you want to clean up outdated entries.
Click the Filter icon.
In the Clients/Locations not used during the selected period section, choose a Starting date and an Ending date.
Click Apply to filter your list.
You can then use Bulk actions to remove or update the filtered items.
This makes it easier to keep your list organized and focused only on the Clients/Locations you still visit.
Check our tutorial video on the My Data menu:
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