The Client Directory

Delightful Labor offers two client directories: by location or by client last name. 

Client Directory by Location

To view your clients by location, select "Clients / Directory / By Location": 

client directory

You will now see the clients for the first location. Note that only clients whose status allows them to be shown in the directory are displayed. 

client directory

To include inactive clients, click the checkbox, select your location from the drop-down lists, and click the "Select Locations" button: 

client directory

Inactive clients will be displayed in gray:

client directory

 

Client Directory by Last Name

You can also view your clients by last name. To see this directory, select "Clients / Directory / By Client Last Name": 

client directory

Initially you will see the active clients whose last name begins with "A". From here you can link to the client record or any sponsorships associated with the client.

client directory

To view inactive clients in the directory, click the link "Show inactive clients":

client directory

Inactive clients are displayed in gray. Note that you can still visit the client's record, even if they are inactive. 

client directory

To view clients whose last name begins with a different letter, select the letter from the links at the top. 

client directory

To view clients whose last name does not begin with "A" through "Z", click the "#" link: 

client directory

Here is an example of a client whose last name does not begin with a letter: 

client directory