1) To access the Clients page, click on “Clients” from top main menu as shown below: 


2) The system will navigate the user to the SPG Clients Page as shown below:


3) The Clients page consists of five parts: Label 1, Label 2, Label 3, Label 4, and Label 5.


  • Label 1 – shows the Client Master List.

The list displays the following information:

- Client Name

- Client Account

- Office Account

- Billable

- Last Activity


  • Label 2 – button function for adding new client


  • Label 3 – shows function for exporting the client list data.

- Function for each button are as shown below:.


  • Label 4 – is the search bar function.

- This function enables user to search items in the client list.

- To do a search, type in the item keyword in the search bar.

- The list will directly filter the client list information according to the searched keyword as shown below:

- The list will filter the item keywords according to information within the client list: Client Name, Client Account, Office Account, Billable and Last Activity.

- Item keywords not found within the client list will display message “No matching records found”.