Client List
Use Case
Track and manage client details in one place using Microsoft Lists – easy to update, searchable, and visually organized
Overview
- Structured Format: Organize each client’s record with essential fields like name, account number, and contact details
- Custom Columns: Add rich data fields such as logo (image), status (choice), and location to enable sorting, filtering, and grouping
- Visual Display: Use list formatting and icons to enhance readability and highlight important info
- Searchable & Sortable: Quickly find clients by name, location, or status with built-in filtering
- Permissions Ready: Control who can view or edit using SharePoint list permissions
Benefits
- Centralized Client Data: All client info lives in one place – no more chasing spreadsheets
- Visual-Friendly Layout: Logos and formatting make it easy to scan and identify clients
- Always Up to Date: Edit in real time with version history and list tracking
- Customizable Views: Group clients by region, status, or account manager
- Ready Out of the Box: Uses native Microsoft Lists features – easy to launch, easier to maintain
Built With
Key Features
- Choice Column
- Image Column
- Custom formatting
- Conditional Formatting
- Gallery View
- Board View
