Here you can Edit and Add to the Checklist for your Clients

Click Settings > Index > Setup Checklist > Clients Checklist

Adding an Item to your Checklist

In the field at the top of the Checklist column, enter a name for your new Checklist item, and click the ‘Add’ button.

Editing a Checklist Item

To edit the name of a Checklist item, simply click the existing name, edit as required and click OK.

Deleting a Checklist Item

Click the Trashcan icon to the right of the Checklist item, then click OK to confirm.

You can also delete multiple Checklist items by ticking the checkbox for each item, then choosing Delete from the dropdown menu above your list.

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