The client list gives you several ways to sort, tag, filter and organise your clients so you can find exactly who you want.
Sorting
Default: most recent interaction. The list is ordered by your most recent interaction with each client, based on their timeline, so the people you've been working with sit at the top.
Flip to ascending to bring the clients you've interacted with least recently to the top a useful signal for who's due a catch-up.
Sort by name (A–Z) if you'd rather order the list alphabetically.
You can switch between sorting by name and by recency whenever you like.
Tagging
Tags let you label clients so you can group and filter them however suits your firm.
Default tags to get you started: Ongoing, Prospect, and Lost, plus a couple of ready-made extras such as VIP and Retired.
Add a tag: on a client, click Add tag, then choose an existing tag or create a new one. It's applied straight away.
Once your tags are set, you can simply filter your client list by your custom tags - see Filtering below.
Tags like Ongoing, Prospect and Lost set you up for features coming down the line, prospect pipelines and recurring workflows for ongoing clients.
Filtering
Click the three dots on the list to filter it down:
By tag - e.g. show only clients tagged Retired.
By client type - Groups, Individuals, Companies, or Trusts.
Filters combine with sorting, so you can show only Individuals ordered by most recent interaction, for example.
Favouriting
Favourite a client and they jump to the top of the list.
Unfavourite them and they drop back into their normal position.
Favouriting keeps your most-used clients within easy reach. Note that favouriting a client will also add your name to their "Advised by" list.
Why some contacts appear automatically
When you connect your inbox or calendar, Marloo automatically creates a client record for any new contact it syncs from your emails and meeting invites. There is no setting to turn this off, so people who aren't clients (colleagues, suppliers, personal contacts) can appear in your list.
Two things keep the list tidy:
Mark non-clients as "not a client" (see below) so they drop out of your main list.
Turn off Personal Events in the Meetings dashboard filter so personal calendar entries stop creating client records. Click the filter icon on the Meetings tab and toggle off Personal Events.
Marking someone as "not a client"
Not everyone in your records is a client. You can mark a contact as not a client to keep your main list clean.
Mark them as not a client and they disappear from your main list.
To see them again, filter the list to show your non-clients.
This replaces the old Hide option - "not a client" makes more sense for an adviser, since it's about what someone is rather than just hiding them from view.
