How do I hide a client from my client list ?

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

To hide the client from the main list individually:

1. In your partner portal, Clients >Client List.
2. Click on the three dot action item next to the client name you would like to hide and a drop down list will appear.
3. In the drop down box, click ‘Hide from list’. 
   
   
   
4. Confirm you would like the client hidden from the list by clicking Save.
   
   
5. Once the page refreshes, you should no longer see the client name in the main client list.

To Bulk hide clients from the main list:

1. In the Partner Portal, go to Clients>Client List, check the box next to the names of the clients you would like to hide from the main list.
   
   
   
   
2. Once you have selected everyone you want to hide, go to the ‘I want to… ‘ box at the top of the screen. Choose ‘Hide selected from client list’ from the drop down menu.
   
   
   
   
3. A confirmation window will open. To confirm , click on the ‘Hide’ button.
   
   
   
   
4. Once the page is refreshed, you will no longer see the client names in the main client list.