The Client Workspace is where you can view an up-to-date summary of your client's affairs. It has tabbed pages from where you can view information, documents, tasks, and jobs specific to a Client or Client Group.
Watch this video to learn about:
- The client workspace and view a summary of your client or client group
- Some of the key pages in your client workspace.
To view information specific to Client, click on a Client Name in a list to display the Client Workspace.
You can also use the Quick Access drop-down to recently used clients. Refer to Quick Access to Recently Used Clients and Views.
The Client - Summary tab displays initially. It includes client and group information, client details, recent documents and tasks related to each client. This is where you can create a record a phone call or meeting, and file notes. For more information, refer to the section Using the Client Workspace.
If you have selected a Group, the information in the Client Workspace relates to all the clients in the selected Client Group. Refer to Displaying Information for Client Groups.