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Viewing recently added Applicants and Clients

If you can only see your own Applicants, Clients, Jobs and Contacts - but would like to see newly added Applicants and Clients of other users, see below:

Terence Cassidy avatar
Written by Terence Cassidy
Updated over 3 weeks ago

By default, the filter on most screens is set to Own which means you will only see records you are on or where you have been set as the primary consultant.

If you want to see All you will need to change the filter settings:

  1. Click Filter button (Filter button).

  2. From Available Filter Click All.

  3. Click the green arrow button (Gren right arrow).

  4. Click Apply Filter (Apply filter button).

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