Written by We are making some changes to the Clients screen!
1 – Adding an option to display the client’s account balances at the top of the screen. You will be able to view the balance from any tab on the screen. Each user will be able to turn this option on or off.
2 – Changing the format of the tabs to make them easier to read. You can still set the security to “None” if you don’t want a tab to display for a specific user or for all users.
3 – There is currently some space available on the Basic tab of the Clients screen. We would welcome suggestions for any additional information that you would like to see on the Basic tab for future upgrades.
