video1.0<iframe src="https://www.loom.com/embed/3c0236edac1c4e938329881c49d36a34" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/3c0236edac1c4e938329881c49d36a34-58d63a7897b5f27c.gif67.435In this video, I demonstrate how to sort clients by type using our system. By clicking on the 'type' column, you can easily organize them, with limited companies appearing at the top, followed by private limited companies, self-employed individuals, landlords, partnerships, and non-residential landlords. I also show how to check the email risk factor for clients. I encourage you to use these sorting features to streamline your workflow. Please take a moment to try this out and see how it can help you manage your client list more effectively.