Location: Practice Management module > Workspace > Clients

Refer to the link

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