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 the

Contact

window.

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.

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.

This article applies to: