Customize the clients list
You can customize the Clients list. This helps you visualize and understand your client data better. It also helps in organizing and finding the specific client data you need. Ultimately, this supports making more effective decisions.
Client data includes the client name, number, status, and client location. Administrators use the Administration tile on the ONESOURCE Platform to configure and manage the following Clients areas:
- Clients
- Groups
- Users
- Permissions
note
The Clients you see in the Clients list depends on your level of permissions. Full Access Administrators can see all the available Clients. Product-Specific Administrators and Regular Users can only see Clients they have permission to see.
Client custom fields
Your firm configures custom fields in the Setup area of the ONESOURCE Platform.
You can select one of the following actions to customize your Clients grid view:
- Reorder columns
- Change column width
- Sort column data
- Filter column data
- Group data by column
The view defaults back to the original setup once you sign out of the application.
Reorder columns
Drag the column heading to your preferred position on the list to reorder the columns. An orange line indicates the placement of the column.
Filter column data
- Select the dropdown arrow by the column heading to filter Clients. This opens the filter options, dependent on the column information.
- Select the criteria and selectApply.
- Revert the list to its original view on the filtered column:
- Select the dropdown arrow next to the column heading, then selectClear.