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View Client information in the Connected Desktop

Overview

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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.

 

 

Steps

 

 

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

Considerations

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