---
title: "Locating and Viewing Client Profiles"
slug: "locating-and-viewing-client-profiles"
updated: 2024-01-18T16:29:05Z
published: 2024-01-18T16:29:05Z
canonical: "docs.interprose.com/locating-and-viewing-client-profiles"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Locating and Viewing Client Profiles

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**

![null](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2024-01-18 104630.png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A40%3A03Z&se=2026-10-31T17%3A40%3A03Z&sr=c&sp=r&sig=UjzbUoeFp%2FwB3DFwpHIgdjdZflirBrgLP%2BTNyAJxXJA%3D)Image Displays Menu Navigation

### 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.

![null](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2024-01-18 104953.png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A40%3A03Z&se=2026-10-31T17%3A40%3A03Z&sr=c&sp=r&sig=UjzbUoeFp%2FwB3DFwpHIgdjdZflirBrgLP%2BTNyAJxXJA%3D)Image Displays Client Profiles Screen and Sidebar Menu

### 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:

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

![null](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2024-01-18 111455.png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A40%3A03Z&se=2026-10-31T17%3A40%3A03Z&sr=c&sp=r&sig=UjzbUoeFp%2FwB3DFwpHIgdjdZflirBrgLP%2BTNyAJxXJA%3D)Image Displays Pop-Up Screen