Client Type Filter

Clients can be sorted by Type, using the Client Type Filter.

This is a drop down list at the top of the Client Navigator Client List. Selecting a particular client type will filter the clients and only display those clients within the current dataset that are of that specific type.

Selecting the Businesses type will display all Partnerships AND Sole Trades in the current dataset, or you can view these client types separately by selecting the appropriate client type.

Note that if you do not have any clients of a particular type, then selecting that option will show a blank screen.