Locating and Viewing Client Profiles

Updated on 18 Jan 2024
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The Client Profile screen presents a comprehensive list of current clients within the ACE system. Users can view and customize the display based on individual preferences.

Menu Navigation

Go to Clients-Profiles

Client Profiles Screen

When you access the "Client Profiles Screen," you'll encounter a centralized list of clients at the core of the display. To access detailed information about a specific client, left-click on the corresponding client row in the list. This action opens the specific Client Profile.

Sidebar Menu

On the left side of the screen, the Sidebar offers quick access to various functionalities. Click on the desired menu option in the Sidebar to navigate to the corresponding section.

Menu	Functionality
Clients	Navigation to the Client Profiles Screen
New Client	An option to add a new client
Client Account Notes	Access and manage client account notes
Pending Transactions	View pending transactions
File Manager	Navigate to File Manager
Search	Quick access to a search function for data retrieval

Customizing the Display

To add or remove additional columns:

right-click within the column header, this activates a pop-up screen.
select or deselect additional details according to your preferences, followed by a click on "Apply"

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