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Customer Center

SmartVault Customer Center

View Client information in the Connected Desktop



The Connected Desktop application has the ability to show you your Client information relating to Client Type, Name, ID, Email Address, Phone Numbers and more.






1. Find & Select a client you want to see information for.



2. Click on the [Client Information] Tab to the right.



Connected Desktop Client Information Tab.png


The Connected Desktop's Client Information section is not editable. Client information can only be modified in the Dashboard environment.