How to view and filter clients in your directory
When you first log into Kiip, you will land on your client directory, where you can view a list of all of the clients who have worked with your organization sorted by their date of ‘Last Activity.’
You can filter your client list to see clients assigned to you or other team members.
You can also click the ‘Add Filter’ button to expand an additional list of filters allowing you to organize your client list by City, State, Zipcode, Language and Gender.