This is an index over all available pages ordered by namespaces.
The list view shows the current found set (the result of the last search, or every records) of clients.
Here you can quickly look at your current found set, sort them by clicking on the headers, and do mass actions to them.
The list elements can have different colors, such as on the main view.
Inactive clients are red, marked clients are green and have a little radio-button in front of them pressed while competitor clients are orange.
You can mark a client here by pressing the radio button in front of them.
If you click on a list element, it will take you to the main page.
If you do a search and want to get back to the last found set, you can use the previous list function. This will give you the previous found set. So you can use this function to navigate back and forward in the found sets.
CRM+ can store 5 found sets of these search results.
Here you have to choose a client category. The category you choose will be added to the clients in the client list.
Here you can choose a client category which you want to remove from every client in the client list.
Here you can choose from the 3-category business field list, which will be added to the business field to every client in the client list.
Here you can attach all client in the client list to one client that you choose as an attached company
Here you can set up a history and a reminder to all clients. It's a good idea to use this function if you want to set up a task for yourself or co-worker to do something to these clients.