Location: Practice Management module > Workspace > Clients
Clients added in Practice Management will also reflect globally across Capium
You can view clients by list, by services, by status, Contacts, reports
You can search for specific clients using quick search option available
You can filter the list view by Clients Type as Limited, Partnership, Sole Trader, Limited Liability Partnership, Individual, Charity, and Trust.
You can filter the list view by clients’ status as active or Inactive and Active in last 30 days & Active in last 90 days.
You can update client status and you can delete a client by selecting them using the checkbox