NOTE: This feature is available in the Standard, Professional, and Enterprise versions of myStratus Desktop. Spectra does not include this feature.

The Clients List

Tap Clients on the home page to see your client list, the image on the left is from the iPhone, the right, Droid.

Finding Clients

• Searching - Tap the Search box and type in several letters. Your list will continue to be narrowed with each letter you type. The search scope includes first name, last name, company name, client number, and client status. Tap the X to start over, or tap Cancel to return to your full list.

• Using the Index - Tap a letter in the index or use your finger to scroll up and down.

Adding Clients

1. Choose one of the following methods to open a new client:

   • iPhone:  Open the Clients list and tap the plus "+" sign up at the top
     - OR -
   • Open the Add tab at the bottom of the screen and tap Client.
   • Droid:  Click the blue "+" sign in the bottom right.

2. Tap each field and enter the details for the client.

3. Several fields, such as phones, notes, and family members,  will display a new page to enter additional details. After you've added the information on that page, just tap the back arrow at the top of the screen to return to the main client page.

4. Tap Save at the top of the screen to save the client. To exit without saving, scroll to the bottom of the client information and tap Cancel.

Deleting Clients

1. Open the Clients list and tap the client you want to delete.

2. Go to the bottom of the client's information and tap Delete for an iPhone in the bottom or for Droid, the Recycle Bin in the upper right corner.