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Your Client Database

Securely organize all your client information into one place so it is easy for your team to access

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over a week ago

When you click the Clients Tab, you will see your client database. This is where you can see all your clients and their essential information within a single view. To learn how to customize this dashboard watch this video.

If you click a client's name, it will take you to that client's profile.

Inside a client's profile, you can securely store everything related to the client, so it is all in one place.

Below are some of the sections inside the client's profile

  • Upcoming Projects: Easily view all the work currently being done on for the client by your firm

  • Client Notes: Store important client notes in one place and pin the most important notes to the top

  • Recent Documents: Securely store all the documents related to your clients

  • Client Tasks: Track all the outstanding client task request with your client

  • Activity Timeline: A 360-degree view of your client relationship. See who on your team last spoke to the client, when, about what as well as other important activities

  • Client Vault: Securely store all the passwords and usernames to all your client's apps and launch them directly from Financial Cents.

  • Contacts: Store all your client contact information

  • About Section: Create custom fields to have all the important information you want in the main view

  • Relationships: Establish relationships between clients and quickly navigate between the related clients in one click.

  • Client Groups: See what groups or tags your clients are associated with

Watch the video above to learn more about client profiles and how you could use them in your firm.

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