There are several filters in the list.
- The first filter allows you to search with the client name or company ID
- The second filter is based on the different consultants that are in the Client Manager. Only active consultants are visible here.
This will offer the administrator the possibility to get an overview of all the companies a consultant has access to.
- A package filter displays all the active packages in your client manager.
If you need to view inactive/ less active packages such as Storage and Accounting limited then check the box beside the filter to include these. See below.
- All the filters can be combined.
A quick Setting
A quick setting in the overview will let you select what information/columns you want to see in your list. This is already taking into account what rights you have.