Method One: Adding clients from the Lists page
Go to the Joy Case Management System
Go to 'Lists' 📋
Select the list that you would like to add clients to
4. Select 'Add Client Cases' 👇
5. Search for 🔍 and select the client case you would like to add to the list
6. Click 'Add to List'
7. Those clients are now added to the list! 🎉
Method Two: Adding clients from the client summary page
Go to 'Clients'
Select the client case you would like to add to a list 👇
3. Go to the 'Account Icon'
4. Scroll to lists and scroll to select the list you would like to add the client to
5. Click 'Save' ✅
7. This client will now be added to the list! 🎉