Head to Clients across the top
You have various tools along the top

Click on Columns



This gives you the ability to choose which columns to see in the client list



Click on filter and this gives you the ability to filter information similar to on Excel
Super handy if you want to use Engager to start creating visual reports to then BULK MESSAGE FROM - think, missing UTR Numbers before your Self Assessment campaign - you need this info quick, so using filters, you'll find the empty spaces and can then BULK email clients for the missing piece


Click on fees and if you are recording fee in Client Engager this will show you a break down of fees in services and client type 

You can import data and export it by clicking data

Under MISC you can tailor how certain information displays