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Client Filters

Filters can be set on status and service company, these filters are shared with Mill7 so changing these will also affect your clients in Mill7 and visa versa.

 
Crm

From this screen users can select which files they want to see in relation management (Client information > RM)

 

By default all relation management files will be set to "Show" and the order will be set to "Auto" (Ascending).

By changing the order the first 10 files you want to show first can be set, while the rest of the files will be shown after in ascending order.