The Client List

The client list is the first page shown when logging into Double. It can be thought of as a high-level dashboard of all clients and closes.

Utilize the client list to see a high-level overview of the following items, and more:

The client list contains a Default view that shows all Latest Close periods. The Default saved view cannot be edited or deleted.

To stay on top of closes from prior periods that may still be active, the client list can also be filtered to show All Open Closes or All Closes under Special Filters.

Filter for all closes with a specific status:

Filter the client list to show all clients with a specific client portal categorization:

Filter the client list to show all client integration types:

Filter the client list to show exclusively the monthly or quarterly clients.

To review historical closes or create previous close periods from the client list, click the arrow to the left of the client’s name. This allows all historical closes to be viewed, as well as closes from older periods to be started.

This would create a December close. In that close, you can run all the reports contextualized to that date range (Jan '20 - Dec '20).

Double allows for users to filter their client list and save those dashboard configurations for later.

Edit which columns are shown on the client list view by clicking Edit columns at the top of the client list.

Filter the contents of each column on the client list.

When filtering for specific close periods, make sure to first apply special filters such as "all open closes" or "all existing closes" to show the most results in the column filter.

Clients’ latest published financials can be viewed directly from the Client List by adding the “Latest published financial report” column to any view. Selecting the cell allows the report to be read as well.

More on client financials here 👉 Management reports & financials

If any cell on the Client List is selected, all tasks in that section are shown.

On the client list, tasks are sorted into columns by section. Selecting the corresponding cell displays the list of tasks. From there, statuses can be selected from the dropdown menu to the right of each task.

Add tasks to your clients' closes directly from the client list. Click into the desired cell and click + Add Task.

Client Properties can be added to the client list to provide more information about clients.

Saved views can only be deleted or updated by the original creator of the view. Super admin users can override this rule and delete or update any public views without being the original creator.

If Close Statuses are enabled, closes can be viewed on a Kanban board to provide a more visual sense of the status of each client’s close.

Within Practice Settings, admins can customize preferences for:

To access these settings, go to Practice Settings > Practice Management > Workflow.

The current and upcoming close periods can be created in bulk by clicking the Create Close button at the top right of the client list.

More on starting and accessing closes 👉 here