Yes. Click on Clients on the navigation bar, you can then filter your list of clients. Click on the Show Filters icon to the right of the Client search bar. You will see three filters - Active, Type and Account Mgr. You can filter this view and only see select Client Types, clients with a select Account Manager, as well as the client status (All, Active, Disabled, and Deleted).
- Choose a client.
- Click on the Edit button.
- Click the plus icon "+" next to Client Type. A pop-up window will open.
- Type in the desired type.
- Click the blue Add button.
- Choose the desired type.
- Click the blue Done button.
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