myClients Settings: Rolodex Legacy Feature

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 :)

support@byreferralonly.com

800-950-7325 Ex 3401