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SmartVault Customer Center

Client Dashboard: New Tile Filters and Settings (Video)


Overview


This page will explain how to change the settings and filters affecting how you view your Clients within the Dashboard.  

 

We will cover switching client views, downloading your client contacts, filtering your client list by client type and invitation status, and selecting what client information is displayed in the client list view.  

 

If you prefer to view screenshot overviews of the Client V-Card and Client List Views, please follow this link: New Tile Filters & Settings Overview.

Feature