• Client Details

  The Client details page shows all information for a single client. It opens when you click a client row in the clients list. From here, you can: ​ ​View financial data ​View documents ​Manage contacts ​Edit client details Header ​ The header shows the client name and an Edit button. ​ Clicking Edit opens the Edit Client modal with all existing values pre-filled. You can update any field across the General, Address, and Finance & Tax tabs. See Client form fields for a full dFew readers

• Client List

  The Clients page shows all client records in your organisation. From here, you can add new clients, open an existing client, and delete one or more clients. The Clients page shows all clients in your organisation in a table. From here, you can: Add new clients Open a client record Delete one or more clients 📸 Screenshot: Clients table with Add Client button What you see The clients table includes the following columns:Few readers