How do you filter contacts so you can see a list of clients assigned to you (as client owner or client manager) | Karbon Community

Client managers are trying to view all of the clients assigned to them as client owner or client manager. How do you filter and view this in Karbon. Exporting to an Excel spreadsheet is not a viable answer as not all colleagues are administrators and need to still be able to see their clients on an as needed basis.

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In the product update webinar last week ago Karbon announced they are building out a Client Segments feature which should be able to do this! You can check out the webinar recording here for more info.

We have implemented this on a work level, but also waiting for a way to do it at a higher level client level.

To do this on a work level, the client manager needs to be assigned within the work team for a specific item of work (this must be done at the work level in the details tab). Then when viewing the work views you can add the additional filter to show only the work by a specific client manager.

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