Client List

Note: Our Feature Overview page has a comprehensive video that will familiarize you with Pixie's Clients feature.

To see the list of all of your clients, click Clients at the top. By default, the list is sorted alphabetically by client name.

You can click on a client name to open the client details.

The client list can be sorted by Client, Manager, or Task Status, by clicking on the column header. Clicking a second time reverses the sort order. This is handy, for example, if you want to see the clients for whom you have the most open tasks.

If you need to find a specific client, or client contact, use the Search field at the top of any Pixie screen. All clients and contacts that contain the characters you enter will be listed, and you can click the one you want to open its details.

You can also apply filters to narrow the client list to ones with specific properties, or to list archived clients.