Knowledge Base Help Center
What is a Clients panel?
Through this part of the system, you can manage the profile and accounts of clients and their agents, where you can add, remove, modify and customize the clients’ file, and reset the password for their accounts.
You can also view the entire client profile statistics, invoices, estimates, payments, attached files, notes, comments, billing address.
The client profile is displayed as a grid in order to facilitate access to all client data.