Switch between clients

From inside a client you can open another client without going back to the Clients list. The next client opens on the tab you were on, so you can work through Emails, Jobs or Files one client after another.

Switch clients from the client name

1. Click the client’s name at the top of any client tab.
2. Type the first few letters of the client you want, or pick one from the list.
3. Press Enter or click the client.

The client opens on the same tab. From a folder in Files or a single contact, it opens the top of that tab for the new client.

Recent at the top of the list shows the clients you opened most recently in this browser, so you can go back to the previous client quickly. Archived clients are not listed.

Switch clients with Search

Press Cmd+K on a Mac or Ctrl+K on Windows, or click the magnifying glass at the top of the left sidebar, then type the client’s name and choose the client.

When you search from inside a client, the client you choose opens on the same tab. From anywhere else, it opens on the client’s Overview.