Client Page
The client page is the basic point of access to a client record. It contains information about the client and the contact (if any), with links to the other pieces of the client record: historical statement, projections, and reports.
Getting to This Page
To reach the client page, use the Search flyout or the Recent flyout and choose the Client Basic Information option from the Go To field in the flyout.
Using This Page
The client page contains the following sections:
When you open the client page, the client basic information section is open by default. This section contains links that open the other sections. See the Pages and Sections help topic for more information about using pages.