You can create as many lists as you want in your account. This can be used for example for collecting different types and groups of clients. You can create lists by selecting this option:

Every list is a separate entity. Where you're able to collect and share information about your clients. The list can be used only by you, but the biggest advantage of it is the ability to share it with other people like employees, partners or friends.

A brand new list is created based on the type of business you operate. We pre-configured lists settings so you can start doing what you want to do right away. But the big advantage of a list usage is a list configuration option. You can configure a list by clicking this button:

When you enter the settings section you can adjust all things that are necessary for you. You will use different settings if your list is managed only by you and select other options to protect information when you work with one list with the help of other invited people.

Clients view permission:

So you can create a list that will be shared with your employees. What if you don't want them to view all the records of the clients, but only those that specifically added by them or assigned to them. In this case, you can use this option

By selecting this option you can invite other people to a list, but they will be able to see only assigned clients to them. The client can be assigned to a user on a client card. You simply select people that are allowed to see that client record:

Invited users have also the ability to add their own client records. Those records will be visible by them or directly by administrators of a list. That configuration option allows creating larger lists that can be simultaneously managed by a larger group of people. With the help of this option you're able to:

• Create accounting lists for specific employees
• Create a regions managers lists that see clients and employees assigned to them
• Control the view of records within the organization

System module configuration:

oClient allows you not only to collect information about clients but also to collect all the necessary things around it like notes, files, contracts, sales, calendar events, etc. We understand that you don't need all of this information, so to keep it simple and straightforward we allow you to select those modules that are in your interest. By selecting on/off option you are able to create your client card view. So you can keep there only information about the things you're really using at the moment. Remember that you can always switch on/off the module at any time.

You can also use that option to temporarily disable access to a module for you people. If you don't want the too see specific information you can make it disappear for a moment. Disabling the module will not delete the data collected within its nature. Please keep that in mind.