How do I pull up or view clients for each individual user without having to go through the whole list and select them?

On the Clients Management screen (and you can go there by clicking the blue Clients tab), you can filter the list of clients by type. You will click on Filters and you will see a pull down menu, choose "Active" and the desired type. The types are arbitrary and you can add types when you choose a Client Type in the client details screen:

  1. Choose a client.
  2. Click on the Edit button.
  3. Click the plus icon "+" next to Client Type. A pop-up window will open.
  4. Type in the desired type. In this case, type in the name of the user. If the client already has a type assigned, you can put in "name of the user - client type." (example: "Roberts - Real Estate").
  5. Click the Done button.
  6. Choose the desired type.
  7. Click the Save button.
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    Robb, Erica

    this answer doesn't go with this question.

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