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"
