Clients - Summary

Owned by Thomas Sherman (Deactivated)

Last updated: Mar 21, 2022 by Chris McFarlane (Deactivated)Version comment

1 min read

This tab shows the client name, status and the first five user defined fields. This tab also displays a list of all the engagements associated with the client.

Permissions and Settings

To view clients users must have the Global permission to View Clients

To update clients users must have the Global permission to Update Clients