The Clients list supports different ways of finding and reviewing relationships without forcing every user into the same layout.
Search and filter
Search by client, contact, or custom-field information.
Choose Active, Archived, or All.
Use Filter to narrow by record type, whether the client has contacts, or any client custom field.
For text custom fields, enter any part of the value in Contains. Choice, date, and number fields show the values already in your workspace plus Not set. You can select more than one structured value and combine multiple fields to answer more specific questions.
Choose the information you need
Switch between card and table views. Use Fields to choose optional standard fields and custom fields. In table view, select a column heading to sort its values; select it again to reverse the order.
Open the saved-view selector at the beginning of the toolbar to save the lifecycle selection, filters, card or table layout, visible fields, and table sorting for reuse. Saved views are personal to you, and search text stays temporary.
Search, structured filters, visible fields, and sorting help the same list support quick lookup and deeper review.
Favorite important clients
Select the star beside a client name to add that client beneath Favorites in the Clients navigation. Favorite names and avatars always reflect the live client record. When the favorite list becomes longer, Moxie adds a search field to help you find one quickly.
Keep your place
Opening a client and returning to the list preserves your current list context during the session. Client avatars elsewhere in Moxie also provide a shortcut to the corresponding client workspace.
Continue exploring Clients & contacts