Client Dashboard

Use the Client Dashboard to manage client information Click Client Dashboard at the top of the screen (or click Client Dashboard on the menu bar) and then select a client from the field at the top of the dashboard.

If you use the icons at the top of the screen to open a timer or to open the Documents area, the client you selected on the Client Dashboard will also be selected in the timer or in the Documents area.

The dashboard contains various widgets that are grouped by category.

Client Information

  • Client — Shows the selected client's primary email address, mailing address, phone number, and status. Click Edit to open the client setup screen and make any changes.
  • Client Comments — Add comments about the selected client. Comments added here are automatically added to the Comments field in the General tab of the client's setup screen.
  • Staff Assignments — Shows any staff who have been assigned to the selected client as partner, manager, or associate
  • Contacts — Shows selected contacts who have relationships with the client: tax matters contact, preferred contact, billing contact, and/or spouse
  • Projects and Tasks — Shows the client's projects (and tasks).

 

Customize the Client Dashboard

You can customize the Client Dashboard by reordering the dashboard sections and rearranging or hiding widgets.

Note: These changes are user specific and will not be seen by other staff.

To customize your view, click the Edit button in the lower right corner, which activates an edit mode. Then click and drag items to rearrange them, or click the Options button on a widget and choose Hide to hide it.

Hidden widgets are represented by buttons placed at the bottom of the dashboard section. Click this button to restore a hidden widget. For example, this button Show Staff Assignments represents the Staff Assignments widget, when hidden.

To reorder dashboard sections, click and drag a section heading in the left column to a new position. Click the Hide button to hide an entire section from the dashboard.

When you are finished customizing your dashboard, click the Done Done button in the lower right corner of the screen.