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Filters
Filters Introduction Filters can be used to narrow down a page to show only the information you want to see. In Abdo Compass you will find your filters on the left side of your page. Date Range The first filter is the date range. The key to changing ...
Bookmarks
Bookmarks Introduction Bookmarks can be one of the most powerful tools in Abdo Compass because they allow you to quickly flip through and review anything you are responsible for monitoring. Setting Bookmarks To set a bookmark, first set your filters ...
New Clients
New Clients Purpose New Clients is built around the Client Acquisition date in your practice management system and is designed to provide insight into new clients brought into your firm within your date range. Navigation To navigate to New Clients, ...
Bookmarks
<br> Updated April 2022
New Clients
<br> Updated December 2023