The Client Workspace provides an up-to-date summary of each client, including recent emails, documents and interactions and any outstanding tasks. This dedicated client view improves productivity by ensuring relevant information is at your fingertips.
Watch this tutorial to learn how to:
- Display the Client Workspace
- Use Client Views
- Search for a specific client using the Search Group Client Jobs field
- Navigate between Clients within a Client Group
- Display Jobs, Tasks or Documents for a Client.
For more information, refer to the section Using the Client Workspace.