Client List
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
Common Questions About This Client List
What is this Client List built with?
The tracker is built entirely in Microsoft Lists, the list app included with Microsoft 365 – structured with custom columns, image fields for logos, choice-based statuses, and list formatting for a visual, easy-to-scan layout. There is no custom code and there are no third-party tools. It is the kind of clean, collaborative tracker Greg Zelfond builds for teams that manage client relationships.
What’s included in the Client List?
Each client record carries essential fields like name, account number, and contact details, plus rich columns such as a logo image, a status choice column, and location for sorting, filtering, and grouping. List formatting and icons highlight important information, the gallery view turns the list into a visual client directory, and views grouped by status keep the whole client base scannable at a glance.
Does this design use any custom code or third-party tools?
No. The tracker is built entirely with Microsoft Lists, which is included with most Microsoft 365 business and enterprise plans – no custom code, no third-party add-ons, and nothing extra to buy. That keeps it stable, secure, and easy to maintain, with everything stored safely inside your Microsoft 365 environment. Out-of-the-box is the only way Greg builds.
Can this tracker be customized for our team?
Absolutely. The columns, statuses, and views can all be tailored to the client details your team actually tracks – regions, account managers, contract dates, service tiers, or renewal statuses. Greg adapts the structure to your real client management process, and views can be grouped by region, status, or account manager so each person sees the clients they own.
How do the views, grouping, and filtering work in this Client List?
The list ships with multiple ready-made views. The main list view shows every client with logos and formatted status columns, the gallery view presents clients as visual cards for fast scanning, and a grouped view organizes clients by status. Built-in filtering quickly narrows the list by name, location, or status, so finding the right client takes seconds instead of digging through a spreadsheet.
Can Greg build this tracker for our organization?
Yes – this is exactly the kind of work Greg Zelfond does. As an independent SharePoint and Microsoft 365 consultant and Microsoft MVP, he designs and builds trackers like this one in Microsoft Lists, SharePoint, Loop, and Planner, tailored to the way your team manages clients. Reach out through the contact page to get started.
