Features

Navigating the Client Workspace

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.

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