How to view & navigate through client table

The Client Table in Synup OS is your central hub for managing all customer accounts linked to your agency. With the Client Table, you can:

• Quickly search and locate clients.
  
  

• Assign representatives for clear ownership.
  
  

• Customize columns for the information you value most.
  
  

• Filter and save views for efficient account management.
  
  

• Use bulk actions to save time on repetitive updates.

This guide covers each feature in detail, so you can get the most out of your client management experience.

1. Accessing the Client Table

1. Log in to your Synup OS account.
   
   

2. From the left-hand navigation menu, click on Clients.

3. The Client Table will load, displaying all your existing clients in a structured grid format.
   
   

• Each row represents a client account.
  
  

• Columns display key client details such as name, status, assigned representatives, and more.

2. Quickly Searching for a Client by Name

The fastest way to find a client is by using the Search Bar at the top of the Client Table.

1. Click inside the search field.
   
   

2. Start typing the client’s name.
   
   

3. Results will automatically update in real time, showing only matching entries.

Tip: This is especially helpful when you have hundreds of clients and need to locate a specific account without scrolling.

3. Assigning Representatives to a Client

Assigning a representative ensures accountability for managing a client’s account.

1. Locate the Primary Representative column in the table. You can add Primary Representative or multiple representative in All Representative column
   
   

2. Click the representative’s name if already assigned, or click the placeholder if none is assigned.
   
   

3. A dropdown list of available team members will appear.
   
   

4. Select the appropriate team member’s name.
   
   

5. Changes save automatically, no need to click “Save.”

Note: If you do not see a representative in the list, they may need to be added to Synup OS first via your team settings. Here’s how to do it.

4. Customizing Your Table Columns

You can choose which client details are visible and in what order.

1. Click the Columns icon (found at the top-right corner of the table).
   
   

2. In the menu that appears:
   
   

• Toggle columns on or off using the checkboxes.
  
  

• Click and drag the column names to reorder them according to your preference.
  
  

3. Once adjusted, the table will instantly update to reflect your changes.

Pro Tip: Keep frequently used columns (like Status or Representative) on top for quicker reference. If you do not see a column but want to add a new one, you can use custom fields.

5. Applying Filters to Narrow Your View

Filters allow you to focus on a specific subset of clients.

1. Click the Filters button on the right side of the table, just below Columns.
   
   

2. Select the filter criteria you want, for example:
   
   

• Risk Level: High, low, or medium churn risk.
  
  

• Location: City, State, or Region.
  
  

• Apps: Which marketing apps they are subscribed to.

3. Once selected, your Client Table will update to display only the matching accounts.

6. Using Advanced Filters with AND/OR Conditions

Advanced Filters help you combine multiple conditions for precise searches.

1. Click Advanced Filters on the top of the table.

2. Add your first condition (e.g., Client Size = “1-10”).

3. Click Add Condition and choose whether to use:
   
   

• AND: Clients must meet both conditions.
  
  

• OR: Clients can meet either condition.
  
  

4. Continue adding conditions as needed. You can also use the builder section to build an advanced filter logic

5. Apply the filter to update your Client Table.

Example: Show all clients in with client size either 1-10 or 100+ having a gmail.com email ID

7. Saving a Filtered View for Later

If you frequently apply the same filters, you can save them for quick access.

1. After setting your filters, click the Save View button at the top of the Client Table.
   
   

2. Give your view a descriptive name (e.g., “Gmail Clients”).
   
   

3. Click Save.

4. To load a saved view later, use the View Dropdown at the top of the table.

Tip: Saved views help you jump straight into your preferred client segment without reapplying filters every time.

8. Performing Bulk Actions Across Multiple Clients

Bulk actions save time by allowing you to make updates to multiple clients at once.

1. Select clients by checking the boxes on the left-hand side of the table.
   
   

2. Once selected, a Bulk Actions menu will appear.

3. Choose the action you want to perform, such as assigning representatives, updating account details, or removing clients.
   
   

4. Confirm the action when prompted.

Important: Some bulk actions cannot be undone, so double-check your selection before applying changes.

Mastering these tools will make managing your client accounts in Synup OS faster, more organized, and more accurate.