Managing your EVOLV Client List

EVOLV Client List Views 

You can view your client list in two views: Grid and List. Switch between the two by clicking the icon in the upper right corner of the tile. 

Sorting, Filtering and Searching your EVOLV Client List 

To sort between Active and Inactive clients, click the filter icon towards the upper right corner of the tile. The current filter will be shown immediately beside the filter button (Active/Inactive). 

To Search for a specific client, use the search bar also in the upper right corner of the tile. 

Filtering the List View in your EVOLV Client List 

To filter things like Last Accessed Date or Last Pay Run date or other fields, you can do so from the list view. To do sort, simply click the column header to sort Ascending or Descending. To filter, click the column filter option and enter your desired criteria. For example, if you wanted to see the client for which you most recently ran payroll, you can click the Last Payrun column header to sort by most recent.