View Detailed Client Information

Use this tutorial to view detailed information for a client.

Complete the following steps to View Detailed Client Information:

  1. Search for a client on the Client Search page.

NOTE:  For more information about searching for clients, see Search for a Client.

  1. Click the Details link in the Clients table.  The page refreshes and displays Client Detail information for the selected client.

  2. View the detailed client information displayed.