How to filter the client list and start a client from a match

How to do it

1. 1

   Open Clients and click Filter.

   Filter sits at the right end of the toolbar. A list of checkboxes opens. Plan lists each Core plan held by clients you can see, plus Custom plan and No Core plan. Check as many as you like.

2. 2

   Pick a board with the tabs.

   Boards are not in the Filter list. Use the tabs above the list.

3. 3

   Clear the plan boxes if you need to.

   Clear unchecks every Plan box and leaves the tab as it is.

4. 4

   Start a client from a match.

   Go to Integrations, open Matching, then the Create tab. Press Create New on the company. The new client form opens with the details filled in.

5. 5

   Check what carried over.

   These carry over: the name, the domain, the contact name and email. The billing email and address carry over. So do the city, state and ZIP. The phone number is left blank. Add it yourself. The matched system IDs are not linked to the new client. The accounting side is handled for you. The portal looks for the matching customer first and only makes a new one when it finds none.

What you will have

• Filter the client list by plan.
• Pick a board with the tabs.
• Create a new client from a matched company.
• Know which details carry over.

Why it works this way: How to filter the client list and start a client from a match

If it did not work: How to filter the client list and start a client from a match

• A board is missing from Filter: boards are tabs above the list, not checkboxes.
• The phone number is blank on the new client: it never carries over. Type it in.

Questions this page answers

Keep digging

• How to finish setting up a client: co-managed access, contract terms, cancelling a plan and a few extras
• What projects, training, licenses, meetings and devices show in the client portal
• How to read a client's Overview page
• Install the agent and manage one client's devices from its Devices tab