Client Dashboard overview

The
Client Dashboard
enables you to aggregate information about each of your clients onto a single screen using portlets. Within this dashboard, you can view a client’s contact information, email messages to and from the client, stored documents, Key Total, Agings, WIP and A/R Recaps, and other information.

Open Client Dashboard

  1. Select
    View
    , then
    Client Dashboard
    .

View dashboard

  1. Select the
    down
    arrow.
  2. Select the client from the list.

View messages with Outlook mail portlet

  • Use Microsoft Outlook as your mail client.
  • Set up the contact records for each client contact whose messages you want to view in the
    Outlook mail
    portlet.

View stored documents

  • You'll need to be licensed.
  • You'll need to have stored documents for the client using the same ID used for the client in the application.