Search for Clients or Show all Clients

By default, all client names will be displayed on the Clients page. You can sort the list or hide it from view.

For privacy reasons, you may wish to hide the client list and search for a client by name instead.

If you uncheck the Show all Clients box, you will see only the Search Box where you can search for the client/spouse by name or Client ID.

Enter the first name, last name, or Client ID of the client or spouse and click Search. The clients matching your entry will show up in the list.

In addition to searching for a client file based on their first or last name, you can search for client files using a new unique Client ID. The ID can be copied from the Clients page using the icon beside the client's name and then stored in your notes or CRM for future client meetings.

This can be helpful if you prefer to use client initials in Snap while still ensuring you can quickly search and access the files you need.

On the Clients page, you can check the box at the top to display the entire client list.  By default, it is sorted with the most recently edited client at the top. 

You can sort the Clients list by other criteria by clicking on the column name. For example, to sort alphabetically by name you can click the first column heading, Clients. If you click on it again, the clients will now be sorted in reverse alphabetical order.

The Default View menu allows organization managers to select one of their team member's accounts in order to view the client profiles that the user has created. For more details, please refer to this article: Sharing Projections with Team Members