Clients

Use Clients to work with individual clients, business clients, contacts, and client groups.

Before you start

You need access to Clients.
The tabs and actions you see depend on your role and permissions.
For import and export, confirm you are on the right tab before changing or downloading records.

Open Clients

Sign in to Assisterp.
Select Clients from the left sidebar.
Choose the tab you want to work in.

Depending on your access, Clients can include:

Individual for individual client records.
Business for business client records.
CRM for contact records.
Groups for client groups.

Find a client

Use the search option that matches the tab you are on.

On Individual, Business, and CRM, use the Search boxes in the table column headers when they are visible. Each box narrows the list by that column. Depending on the tab, searchable columns include client code, email, phone number, folder number, business number, or contact code.
Use the Add a filter bar when you need a more specific search, such as status, tags, account manager, assigned member, business type, marital status, date of birth, or created date.
On Groups, use the main Search … field to find groups.

Select a row to open the record. If the row does not open, you may not have permission to view that record.

Apply a quick filter

Quick filters are shortcuts for common client lists.

Open Individual, Business, or CRM.
Select a quick filter above the table.
Review the filtered results.
Select the same filter again, or remove its chip from the filter bar, to return to the broader list.

Common quick filters include My Clients, Active Clients, Inactive Clients, and Today Created. Individual also offers marital-status filters. CRM offers contact type, gender, and active or inactive contact filters.

Build a filter

Use filters when a quick filter is not specific enough.

Open Individual, Business, or CRM.
Select Add a filter.
Choose the field to filter by.
Choose the operator, such as contains, equals, is empty, or a date comparison.
Choose or enter the value.

Assisterp adds the filter as a chip in the filter bar. Select the chip to edit it, or select the × on the chip to clear it.

Filters can be combined. For example, you can filter business clients by Status, Account Manager, and Business Type before exporting a targeted list.

Sort the client list

You can sort from the table or from the Sort action.

Sort by one column

Find a sortable column in the table header.
Select the ascending or descending arrow.

Use this for a quick one-column sort, such as newest records first or client code order.

Sort by multiple rules

Select Sort.
Choose a Column.
Choose Ascending or Descending in Order By.
Select the plus icon to add another sort rule. Select the trash icon next to a rule to remove it.
Drag a rule by its handle to change its priority when more than one rule is active.
Select Apply.

Use Reset All in the sorting window to clear sorting and return to the default list order.

Import clients or contacts

Use import when you need to add or update many records from a spreadsheet.

The flow depends on the tab:

On Individual and Business, import is a one-step upload that processes in the background.
On CRM, import previews the rows in the file and lets you start, stop, or skip rows during processing.

Individual and Business

Open Individual or Business.
Select Import.
Select Download sample file and prepare your spreadsheet from that sample.
Use Browse or drag an .xlsx or .xls file into the upload area.
Select Upload.

Assisterp shows a confirmation that the import is processing in the background and provides a link to view progress.

CRM

Open CRM.
Select Import.
Select Download sample file and prepare your spreadsheet from that sample.
Use Browse or drag an .xlsx or .xls file into the upload area.
Review the loaded rows in the preview.
Select the rows you want to process.
Select Start. Use Stop if you need to pause, or Skip to bypass a row that has an error.
Select Finish when processing is complete.

If the Groups tab does not offer an import flow, switch to Individual, Business, or CRM for client or contact imports.

Export clients or contacts

Use export when you need a downloadable list of client or contact records.

Open Individual, Business, or CRM.
Apply any search, filters, or sorting you need first.
Select Export.
In Download File, choose All Records or Filtered Records.
Select the columns you want to include, if column selection is shown.
Enter the No. of Records and Enter Page Number values.
Choose Excel or JSON format.
Select Download.

If filters are active, Assisterp defaults the export to Filtered Records. Switch to All Records only when you intentionally need a broader export.

Some exports may include sensitive client data. Review the selection before downloading and store exported files according to your firm’s privacy policy.

Troubleshooting

Missing tab or action: ask an administrator to review your Clients permissions.
Search does not return the expected client: clear column searches, remove filter chips, and refresh the list.
Results still feel narrowed: check quick filters, the filter bar, and the sorting window.
Import rejects a file: confirm the file is .xlsx or .xls and matches the sample file format.
An import or export option says “coming soon”: you may be on a tab that does not support it. Use Individual, Business, or CRM for client or contact imports and exports.

First Day in Assisterp helps new team members find the main work areas.
Employees and Roles covers access when a client action or tab is missing.