Knowledgebase
How can I create different types of clients to access from the main window instead of having all clients listed there?
Posted by - NA - on 23 November 2009 12:11 PM

You can create your own custom field, say "Status".

In order to do this, follow the procedure below:
1. In the Backstasge View, go to the Advanced Settings => Fields option. Create a new custom field.
2. Click the Confirm changes button to apply the changes.
3. Then go to the Custom Fields tab of the Main Client window and specify the Status for each client.
4. Once you've set the Status to each client in the database, you can use the Customize Columns function in the table to display the Status. To do this, click the asterisk in the top-left corner of the table and select the Status check box. This will allow you to sort or filter the clients according to their status.
5. You can also filter your clients by using the Local custom filter.

(91 vote(s))
Helpful
Not helpful

Comments (0)
Post a new comment
 
 
Full Name:
Email:
Comments:
CAPTCHA Verification 
 
Please enter the text you see in the image into the textbox below (we use this to prevent automated submissions).