The “My Clients” Page
- Click the My Clients icon from any connectBLC screen.
- To sort the list by column, click on the column title and the list will be sorted based on that category.
- To filter by last initial, select one of the letters to display all clients whose last name begins with that letter.
- To search by Client Status, Type, Last or First Name, E-mail or Public ID, click the Quick Filter link.
- Create custom 1-line reports for your clients by clicking the Edit Columns link next to the Report Type drop-down. Determine which fields you do and do not want between the boxes displayed.
- You can mass-edit and manage your clients by checking the box next to their full name and clicking one of the icons at the top of the page.
- Send a message to one or more clients, and one copy will go to their email and the other will go to their private connectBLC web page.
- Import client contacts from a file (comma, tab delimited or vCard format)
- Export client contacts to a file (comma, tab delimited or vCard format)
- Print contacts (mailing labels, summary list or detail reports)
- Delete selected contacts.
- Note: Your clients and their information will be gone forever. You can keep your contact information by making your client inactive.
- Allow Reverse Prospecting
- Disallow Reverse Prospecting
- Change Status/Type for all selected contacts
- Send a message to one or more clients, and one copy will go to their email and the other will go to their private connectBLC web page.
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