The Client List feature in MeasurePM allows users to customize how client data appears on the Client List page. This gives each site the flexibility to display the information that matters most to them.
This guide walks you through:
How to access the Client List page
How to enable permissions for access
How to configure the Client List view using List Configurations
Here's a video that may help you --> Client List – How to Customize Your View
Step 1: Enable Permissions to Access the Client List
To access the Client List, users must belong to an admin group that has the proper permissions enabled.
Go to the Admin tab in the left-hand menu.
Locate and select the admin group you want to modify.
Under the Access column, click the key icon to edit permissions.
In the Group Page Permission popup, enable the following permissions under the Client page category:
ClientList – Access to Zone based Client List
NewClientList – View Customized Client Lists
Click Save to apply the changes.
Once these permissions are enabled, the user will be able to view the Client List.
Step 2: Navigate to the Client List Page
After permissions have been granted:
Click on the Clients tab in the left-hand menu.
Select Client List from the submenu.
You will now be able to view the Client List page.
Step 3: Configure the Client List Layout
To customize how the data appears on the Client List page:
Go to Site Settings > Site Details & Rules > List Configurations.
In the List dropdown at the top, select Client List.
The page will display two sections:
Available Properties on the left
Mapped Properties on the right
Use the arrow buttons to move any available property you want to display into the mapped section.
Once you've selected your desired fields, click Generate Preview to see how the data will display on the Client List page.
Click Save to apply the configuration.
Note: Depending on the number of fields selected and screen size, horizontal scrolling may be needed to view all columns.
