User Accounts - Clients Database

Modified on Fri, 16 Feb at 12:20 PM

OVERVIEW

This article covers all the contents and features in USER ACCOUNTS -> Clients.

This database stores all records of Clients that are involved in a Kawaconn service.

The database can be customised and filtered to help find your desired Client(s) easier.

DATABASE & SORTING
SEARCH & FILTERS
INSERT/REMOVE/REARRANGE DATABASE COLUMNS

DATABASE & SORTING

When first opened, the database loads all active Clients and is sorted by their Creation Date as default.

Columns obtained from Client fields are used to distinguish between profiles.

The database is sortable with selected columns.

Column Name	Sortable?	Notes
Title	No
Full Name	Yes	Click on the Client’s Name to access their profile
Date of Birth (DOB)	Yes
Home Phone	Yes
Mobile Phone	Yes
Email	Yes
Booking Company	No	Click on the Company's Name to access their profile
State	Yes
Status	Yes	Inactive accounts can’t be added to a case
Created At	Yes (default)	Date of when the User Account was created
Created By	No	User Account that created the Client

SEARCH & FILTERS

Search Bar

Enter text in the Search Bar and click Search (magnifying glass) to only show results where the entered text can be found in the following columns:

Full Name
Home Phone
Mobile Phone
Email

Filters

Open and use the following Filters to narrow your database results.

Filters	Purpose
Client	To directly find your desired Client
Booking Company	To find Clients that were booked by a specified Company
Status	To find Clients that are Active or Inactive
State	To find Clients by location

Clear/Reset Filters

Use the Red “X” button to remove all filters used and revert back to the default database.

INSERT/REMOVE/REARRANGE DATABASE COLUMNS

To organise table columns in User Accounts, select the three dots at the top-left of the table.

Tick an item to add the column to the table
Untick an item to remove the column from the table
Drag and drop an item to rearrange the ordering of the table columns (top of the list = left-most column)
Select Default Columns to revert back to Kawaconn’s default columns and order