Client details tab

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Navigation:  Getting Started > Manage Clients screen >

Client details tab

 

By default, the client details tab is the first view selected when you go to the Manage Clients screen. It contains demographic data, contact information, and other important information that you're likely to need to know 'up front'.

 

 

Client Details tab

 

 

From here, you can quickly:

 

Add/Edit client contacts & details

Add/Edit demographic data

Specify administrative alerts