Search and filter clients
Within the Capium 365 Manage dashboard, you can efficiently locate clients using the search bar, which allows searches by client ID, name, contact name, and more.
Additionally, the dashboard provides robust filtering options to help refine your view:
365 Status Filters:
- All 365 Status
- Invite
- Active
- Resend Invitation
- Imported
- Referred
General Status Filters:
- All Status
- Active
- Inactive
These tools enable streamlined navigation and management of your client base within Capium 365.