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.

By default, the clients are all listed on the Clients page. You can choose to Hide All Clients or Show All Clients from the Clients menu (the hamburger icon).

If you select Hide All Clients from the Clients menu, you will see only the Search Box where you can search for the client/spouse by First Name, Last Name, or Client ID.

The Client ID can be viewed and copied by clicking the card to the left of each client's name in the Clients list and then stored in your notes or CRM.

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.

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When all clients are shown, they are sorted by default with the most recently edited client profile at the top of the list.

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

Organization managers can 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.

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The Clients list can be filtered by the Sharing status of client profiles.

Clients that are owned by you are those that have been either created by you or transferred to you. Once client profiles have been shared, there are alternate views available.

Click the Sharing column header to apply or clear a filter. Once the filter has been applied, the Sharing header will be starred to indicate the view is filtered.

If a filter has been applied and there are no results, click the Clear button beside the client search.

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