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When you log on to 2Shakes you will go to the Dashboard where you will see a table of all the Clients you have put into 2Shakes.
Client Statuses
The Dashboard screen allows you to filter, search and drill down into your clients:
Duplicates: If you renew or change a client there can be multiple entries. Filter and sort to see which is the most up to date Version
Outstanding: Use the Status to identify what needs further action.
Renewals: You can sort and filter your clients to identify which need to be renewed.
Client Management: By clicking on a client name you go to their Management page, where you can see more information and carry out additional client actions.
Deleting Clients: You can delete any client in the Dashboard with a Draft status. Just click the bin icon next to Draft. To delete clients with a status of In Progress, click Revert to Draft from the client Management page, then you can delete the draft. Careful: Reverting to draft loses all progress beyond the Draft stage.
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