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How To: Access a Client Console
How To: Access a Client Console

For accessing an individual client's key database information

Soraya Brown avatar
Written by Soraya Brown
Updated over a week ago

In this article, we’ll show you how to access a Client Console where all the key client information is at your fingertips.

Accessing the Client Console

To access the Client Console, hover over a client’s name on the Clients board.

If the console is turned on, the options will appear.

If it’s turned off, head to Client Settings and enable it from there.


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