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This guide is being written. The topics below show what it will cover.

Planned topics

  • Search, filter, and sort the Clients list.
  • Use tags, dates, totals, and job counts where supported.
  • Open the Jobs tab on a client and open or create a job from there.
  • Clear filters when a client or job seems to be missing.
  • Describe exporting the filtered email list and link to bulk-mail guidance.