Tabular View for Sub-Accounts List

Managing multiple Sub-Accounts is now easier than ever. We’ve introduced a Tabular View for Sub-Accounts List View, giving Agency Owners a powerful new way to organize, analyze, and act on Sub-Account data.

What’s New:

Until now, Sub-Accounts were only available in a Card View. While visually appealing, the card layout made it harder for Agency Owners to quickly compare details or manage a large number of accounts at once.

With the new Tabular View, you can:

Switch seamlessly between Card View and Table View based on your workflow.
View Sub-Accounts in a structured, row-and-column format for better readability.
Sort and filter Sub-Accounts by attributes such as name, status, creation date, or other key details.

How It Helps Agency Owners:

Centralized visibility: All Sub-Accounts can now be managed from one clear, sortable list.
Operational efficiency: Sorting and filtering allow Agency Owners to quickly locate specific Sub-Accounts, saving valuable time.
Scalable management: As agencies grow, handling dozens (or hundreds) of Sub-Accounts is no longer overwhelming — the Tabular View scales with your needs.
Data-driven decisions: With structured visibility, Agency Owners can identify trends, spot anomalies, and make smarter decisions across their client base.

Who Benefits:

Agency Owners: The primary beneficiaries, who now gain a more efficient way to manage their growing portfolio of Sub-Accounts.
Administrators and Teams: Those who support Sub-Account operations also benefit from clearer visibility and easier navigation.

Why It Matters:

Agencies often juggle many Sub-Accounts, each with its own set of details. Card View is great for quick snapshots, but it doesn’t scale well when agencies need to analyze accounts in bulk.

The new Tabular View delivers:

Flexibility: Choose between visual or structured layouts depending on your workflow.
Clarity: Spot patterns and insights that were previously hidden in card-only layouts.
Productivity: Spend less time navigating, and more time focusing on growth and client success.

By combining both Card View (for at-a-glance context) and Tabular View (for structured management), we’re empowering Agency Owners to work the way they want — without compromise.