Using the Client and Contact Information Pane

The Client and Contact Information pane in the Client Dashboard displays phone, address, and email information for a client and a client's contacts.

1. Click Client Dashboard on the Dashboard navigation panel.
2. Select a client.
   1. Begin entering the client ID or sort name. As you type, a list of matching clients displays.
   2. Select the client to open and press Enter. You can also scroll or use the keyboard arrow keys to find a client in the list.
   3. Click OK.

Note: You can also select a client in the Client Manager grid and click Client Dashboard on the Client Manager Home tab.

3. Add the Client and Contact Information pane to the Client Dashboard, if it is not already displayed. See Adding, Moving, or Removing Panes in Client Dashboard for more information on adding panes.
4. Review the client and contact information in the pane.
5. Do any of the following:
   • Click the email link to send a message to the client's or contact's system email address.
   • Click  to view all phone numbers entered for the client or contact. The phone number that displays in the Client and Contact Information pane is the first or primary phone number entered in the client profile.
   • Click  to view all mailing addresses entered for the client or contact. The address that displays in the Client and Contact Information pane is the first or primary address entered in the client profile.
   • Click to view all email addresses entered for the client or contact. The email address that displays in the Client and Contact Information is the system email address entered in the client profile.
   • Click to update the information if there have been any changes since the pane was opened.