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The 'Type' column and filter in the Client Utility is an innovative feature that allows users to refine their selection process based on whether the client is set as a Type: Company or Person. You can easily locate the filter in the upper section of the 'Tools - Client Utility screen', and the columns are available under the 'Gear Icon - Setting section'.
Users can now effortlessly filter and sort clients based on their 'Type', distinguishing between 'P: Person/Individual' or 'C: Company.' This straightforward yet impactful feature simplifies the task of selecting specific clients, enabling a more focused and efficient approach to updating and managing specific fields on the client properties.
This enhancement ensures that mass updates and modifications are applied exclusively to the relevant client type, thereby minimizing the risk of errors and enhancing overall accuracy. Whether you need to make adjustments for all individuals or companies, this feature streamlines the process, ultimately saving valuable time and effort.
Sincerely,
axis_support@tpssoftware.com
Toll-free: 1- 888-877-2231
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