Key client information is managed and stored in this section - here is how it works.
In your Client Management Portal, head over to "Entities" on the left-hand panel. Then click on the "Details" tab, from here you can manage key information for your client's entities.
- Some fields will be pre-populated upon the entity being created, these will be 'read-only'.
- Some fields will be required to be populated, these will appear on the Client Portal, on their 'Home page'.
- Once updated your client will be able to track their updated deadlines and review their company information.
The images below show the data fields that are available.
You have all the information you need at your fingertips, helping you keep key data up to date. Now go and continue being awesome!