To view a client’s settings, contact details and account history click the Clients link on the left side task bar.

Select the required client by clicking the client name link. The client detail screen is displayed.

Click the Edit button at top right of screen to edit the client record.

To exit View Client, click the Cancel button at top right of screen.

Client History

The Client History displays a timeline of account Actions for the client.

To view an Action click the Action Type link.

A pop-up box is displayed showing the Action date/time, type, description and status.

Click the x button at top right to close the Action pop-up box.