How do I hide a client from my Client list ?

At times, we will have clients in our Client list that we do not need to see regularly. 

To hide a single client from the Client list:

1. Find the Client in the Client list, click 'More actions' > 'Hide from list'.
   
   
   
   
2. Confirm you would like the client hidden from the list by clicking Save.
   
   
                                                               
3. Once the page refreshes, you will no longer see the client name in the main client list.

To hide multiple clients from the Client list:

1. Navigate to Clients>Client List and check the box next to the names of the clients you want to hide.                                                                                                      
   
   
   
   
2. Once you have chosen who you want to hide, select the 'I want to… ‘ dropdown and click ‘Hide selected from firm’.
   
   
   
   
3. A confirmation window will open. Click ‘Hide’.
   
   
   
   
4. Once the page is refreshed, you will no longer see the client names in the main client list.

To find out how you can unhide hidden clients, or to view hidden clients in the Client list, click here.