View Client List

After logging in (See Login/Logout) successfully, you will be taken to the dashboard, where a search box is provided to search for existing clients, group and any type of account based on their Name or Account Number or External Id and you can also search Exact match. It will look like the following screen:

In order to view the Client List, do the following:

  1. Click on the menu in the action bar in the top left corner (three lines). A menu should pop up. It should look like the following image:
  2. Click on Clients in the Menu.
  3. A List of Clients (100 by default) appears. It should look like the following:
  4. Scroll down to the bottom to load more clients

  5. Click on any client to view his or her details. A sample client's information is shown below:

    Note: If you think It can be better or you got any bug please report on Github Issue tracker.