If you are interested in seeing just a list of clients you visit, this is available on the Find page. Just select the Mine option in the Find page view drop down list. (Note: users with Limited access rights ONLY view their clients.)

If the list is empty or missing some clients, you'll need to create an association. Here's how:

1) Switch back to the Client view on the Find page, and find a client you want to add to your Mine view.

2) Select that contact by clicking on their name so that their Contact Overview page appears.

3) Click on the Add link for associated contacts.

4) Search for your contact record by entering some or all of your name and clicking on Search.

5) Once you find your contact, click on the Associate button next to your name.

6) The Create Association dialog appears. Select Viewer from the relationship drop down list and click on Save.

7) Return to the Find page and select the Mine view item. The contact will now appear in your Mine list. Repeat steps 1-6 for any other clients you wish to add to your Mine view.