Filter the Client List by Client Source

 The Client Source Filter on the Client List allows you to search for the Source field on Client accounts. The Source field is found on the Sales tab of the Edit Client overlay:


The Source field is where you would enter how the Client found your company. The options that appear in the dropdown list can be customized under Settings > Client Source.

The Client Source Filter is useful to tell how different Marketing methods have paid off. To apply this filter, use the following steps:

  1. Go to CRM > Clients.
  2. Select Add Filter

  3. Select the Client Source Filter from the Filter dropdown list. 

  4. Select one or more Sources from the dropdown list.

  5. Click Search.


You can use the same steps to apply the same filter to your Leads List (CRM > Leads).


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