# Find and organize clients

> Search and filter clients on the Clients list, customize columns, sort results, pin important accounts, and switch list layouts.

URL: https://www.agencytitan.com/help/clients/find-and-organize-clients/

Use the **Clients** list to **find**, **search**, and **filter clients** in your roster, tailor **client columns** to the work in front of you, and keep **pinned clients** easy to reach.

## Who this is for

Agency team members who browse and organize client records. Requires the **View Clients** permission. Without it, **Clients** is not available.

## Before you begin

- You are signed in to the correct agency workspace.
- At least one client record exists (or you expect an empty list until records are added).

New to client vocabulary? See [Clients overview](/help/clients/overview/).

## Open Clients

1. Open **Clients** ([/clients](https://app.agencytitan.com/clients)).

   The page title is **Clients**. Primary actions are **Bulk Import** and **+ Add Client**.

   ![Clients list with View By pills, Search clients field, Columns and Filters controls, and the default table of client records](/docs/screenshots/clients-find-v1/clients-list-overview.png)

## Search clients

Use **Search clients...** above the table to narrow the list by name and other client text. Results update as you type. Clear the field to return to the full list (respecting any active filters).

## View By

**VIEW BY** switches how the roster is grouped or presented:

- **List**
- **Status**
- **Priority**
- **Profile**
- **Assigned**
- **Tags**
- **Programs**
- **Timezone**

Use **Table View** or **Board View** on the right when you want a table layout or a board-style layout for the current **View By** mode.

## Display and layout controls

Above the table, use the layout shortcuts to change density:

- **Table** layout (keyboard shortcut **Alt+1**)
- **Grid** layout (**Alt+2**)
- **List** layout (**Alt+3**)

These controls change how rows render. They do not change which clients you can access.

## Customize columns

1. Select **Columns**. When your workspace has custom client fields, the button shows a **CUSTOM** badge. Any count on the button reflects available columns and varies by workspace.
2. Review **SHOWN** columns. Defaults include **Name** (locked), **Status**, **Priority**, **Profile**, **Programs**, **Assigned**, **Tags**, and **Created**.
3. Toggle additional columns from **HIDDEN**, **Search columns...**, or **Custom fields** sections.
4. Drag handles to reorder columns.
5. Select **Reset to defaults** to return to the standard column set.

   ![Columns panel open on the Clients list showing Shown toggles for Name, Status, Priority, Profile, Programs, Assigned, Tags, and Created](/docs/screenshots/clients-find-v1/clients-columns-panel.png)

## Filter clients

1. Select **Filters** to open **Filter Clients**.
2. Under **SYSTEM FILTERS**, narrow by **Status**, **Priority**, **Profile**, **Assigned**, **Tags**, **Programs**, or **Timezone**.
3. Under **ADVANCED FIELD FILTERS**, select **Add filters** to build **custom filters** on specific client fields when you need more precision than the system filters provide.

   When no advanced rules exist, the drawer shows **No filters configured**.

   ![Filter Clients drawer with System Filters dropdowns and Advanced Field Filters showing No filters configured](/docs/screenshots/clients-find-v1/clients-filter-drawer.png)

4. Close the drawer when finished. The table reflects your filter choices.

## Sort the list

In **Table View**, select sortable column headers to change order:

- **Name**
- **Status**
- **Priority**
- **Profile**
- **Created**

Select a header again to reverse sort direction. Sorting applies to the current search and filter state.

## Pin clients

1. Hover the **Name** column for a client and select the **Pin client** control beside the client name.
2. Choose **Pin for me** to keep that client pinned in your own list experience.
3. When **Pin for everyone** appears, workspace owners can use it to pin the client for all users in the agency UI.

   ![Pin client control beside a client name in the Name column with Pin for me and Pin for everyone options open](/docs/screenshots/clients-find-v1/clients-pin-menu.png)

Pinned clients stay easy to spot while you work through the rest of the roster.

## Expected result

- The table shows only clients that match your search, **View By** mode, filters, and permissions.
- Visible **client columns** match your **Columns** choices.
- Sort order follows the header you selected.
- Pinned clients appear according to your pin choice (**Pin for me**, or **Pin for everyone** when you used that option).

Select a client name to open its record on the **Info Sheet**.

## Troubleshooting

| Symptom | Likely cause | What to do |
| --- | --- | --- |
| **Clients** is missing from navigation | You lack **View Clients** | Ask a workspace owner to grant **View Clients** |
| List is empty | No clients yet, or filters/search exclude every row | Clear **Search clients...**, reset **Filters**, and confirm records exist |
| A column you need is missing | It is hidden in **Columns** | Open **Columns**, search **HIDDEN** or **Custom fields**, and toggle it on |
| **Reset to defaults** removed custom layout | Expected behavior | Re-enable the columns you need |
| **Pin for everyone** is missing | Your account is not shown team-wide pin controls in the UI | Use **Pin for me**, or ask a workspace owner to pin for the team |
| Sort appears wrong | Another sortable header is active | Check **Name**, **Status**, **Priority**, **Profile**, and **Created** header indicators |

## Related articles

- [Clients overview](https://www.agencytitan.com/help/clients/overview/): Understand the Clients list, client record anatomy, Client Profile templates, Info Sheets, notes, programs, tasks, and tickets.
- [Create a client](https://www.agencytitan.com/help/clients/create-a-client/): Add a client record from the Clients list using Client Name, Client Profile, and any agency-required fields.
- [Update a client](https://www.agencytitan.com/help/clients/update-a-client/): Edit client details on the Info Sheet and Client Settings, change status and priority from the list, update branding and slug, and reassign the Client Profile template.
- [Invite a client portal user](https://www.agencytitan.com/help/clients/invite-a-client-portal-user/): Invite a client contact to the client portal so they can sign in and access this client's workspace. Send a client portal invite from the Client Portal Users page.
- [Delete a client](https://www.agencytitan.com/help/clients/delete-a-client/): Remove a client from normal Clients lists with typed DELETE confirmation. Delete one client from the record page or several from the Clients list.
- [Core Concepts](https://www.agencytitan.com/help/getting-started/core-concepts/): Learn the AgencyTitan product model: workspace, clients, tasks, tickets, escalations, chat, SOPs, training, views, automations, programs, and settings.