Go to the Clients section from the main menu and click on the List submenu.
Here, besides adding new clients you can manage the list of the existing clients. It can be exported both in PDF and Excel formats, if necessary, by selecting one of the options from the Export dropdown button on the top right side of the page.
The client list can be sorted by any column by clicking on the column name. You can also view information about each of the clients by clicking on the eye icon, edit it by clicking on the pencil icon or delete the client from the list by clicking trash can icon under the “Actions” column.
You can also filter the list of the clients in accordance with their status, i.e. active or inactive. See the dropdown on the top left corner of the page to select All, Active or Inactive options.