How to Order the Client Section and Set Mobile Settings
Open the Preferences section from the home screen.- Client Section Order Tab
- This screen will allow you to customize the order of the tabs on the client management form.
- Click and drag the
icon to reorganize the list.
- Note: You can always go back to the default alphabetical order by right-clicking on the tabs inside the client management form and selecting “Use Default Sort Order.”
Mobile Settings Tab:
Note: This section will define the setting for your user account on the mobile app.
- Default Search Type: Defines the search that will be shown by default in the app when using the search tool.
- Click and drag the icon to reorganize the list.
- Check/uncheck the Available checkbox to hide the section.
- Check/uncheck the Swappable checkbox to allow the sections to be swiped to access.