User guide for Account detail

In this update, we have optimized the account detail page for the client, making the entire page more concise and user-friendly.

 

1. To access the account details, start by clicking on "Clients." Then navigate to "Client Accounts" and choose the desired client you wish to view or modify. Finally, click on "Detail."
   

 

2. Once you are on the account detail page, you can edit the client's name, phone number, and email in the left-hand personal information section. Additionally, you have the option to modify the status of this account.
   

 

3. On the right-hand side, you have the freedom to view the Notes section, the profile associated with this account, and the cases related to this account.

 

4. When you click on "Edit" in the Notes section, you can enter or modify a note.
   
   a. You can modify the header and use the selected text as a quote.
   
   b. When hovering over the icon "..." with the mouse, you can make corresponding changes to the text.
   
   c. You can click on them to adjust the text size and text height.
   
   d. You can enhance the text by adding emojis, links, images, videos, and tables.
   
   e. Here, you can go back and forward.
   

 

 

5. By clicking on "Change History," you can see the previous editing records along with the individuals who made the edits.
   

 

6. By clicking on "Profiles," you will see the profile(s) associated with this account. To add a new profile and link it to the account, simply click on "Add."
   

 

7. Clicking on "Cases" allows you to view the cases associated with the account.