Articles in this section

myClients Settings: Rolodex Legacy Feature

Annie Shuler
  • Updated
Follow

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"

Click your icon on the top right & then click "Account Settings"

2. Select "More Options/Preferences"

Select "More Options/Preferences"

3. Check the box next to "Show 'Side Index' on left side of screen (Legacy Feature)" & then click save.

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.

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 :)

support@byreferralonly.com

800-950-7325 Ex 3401

Related articles

Comments

0 comments

Please sign in to leave a comment.