Your Client Workspace

To view information specific to an individual 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 Workspace has tabbed pages from where you can view information, documents, tasks, and jobs specific to a Client or Client Group.

The Clients - 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.