To unhide a client so they can be seen in the main client list again:
- In the Partner Portal, Clients>Client List, click on the settings COG at the top right of the page.
- The window expands to show Client Settings.
- Tick the box that says Show hidden clients, and click Save.
- A confirmation window will appear, click Save to confirm.
- Once confirmed, you will then see all clients in the client list.
- To unhide, click on the 3 dots under actions next to the client name in the list. In the drop down menu click “Show in list”.
- A confirmation window will appear, click Save to confirm.
- Once completed, you will need to reset the client settings to not show any hidden items.
- Click on the Settings COG (step 1) and untick the Show hidden clients.
- Click Save and confirm on the confirmation window.
- Any hidden clients will no longer be visible in the clients’ list.
Note: Hiding a client from the list does not delete the client or any information pertaining to that file.