Missing the myClients Rolodex feature? You can add it back quickly in your myClients Account Settings. The walkthru below will show you how:
1. Click your icon on the top right & then click "Account Settings"
2. Select "More Options/Preferences"
3. Check the box next to "Show 'Side Index' on left side of screen (Legacy Feature)" & then click save.
4. You will now see the contact Rolodex on the left hand side of your screen.
If you need additional help:
Please contact your Support team:
We are happy to help :)
800-950-7325 Ex 3401