Needs Attention list
Focus on the clients who need follow-up.
3 min read
What is Needs Attention?
The Needs Attention section highlights clients who might need action from you.
Clients that appear here
- Overdue payments - Past due date, no payment yet
- Failed reminders - Email couldn't be delivered
- No recent activity - Haven't heard from them in a while
Taking action
Click on any client in the list to:
Clearing the list
Clients disappear from Needs Attention when:
Best practice
Check Needs Attention daily or weekly. It's a quick way to see who needs follow-up without scanning your entire client list.
No clients showing?
That's good news! It means everyone's up to date.
Related: Understanding client status
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