Client Information portlet
You can find the
Client Information
portlet on the Client Dashboard
.This portlet shows a summary of the selected client's contact information. Select the title bar to go to the
Client setup
screen. Select some links to:
- Go to theContactwindow.
- Get a map to an address.
- Send an email.
- Go to your client's website.
Right-click and select
Copy Client Information
so you can paste the portlet information in a document. tip
When you turn on security rights for a portlet on the
Security Groups
setup screen, you should review Privileges changed
for any changes made when you turn on access to a portlet.You turn on full rights by default for this portlet if you don't turn on rights for security options.
Select
Setup
, Clients
, then View
. Check on rights for firms with multiple offices. You may want to revoke some for other offices.
