How to View Client Details and Work History

How to View Client Details and Work History

View Client Details

Upon logging into the Dashboard, go to the “Clients” page. All clients are listed with details as shown below. To view further details, click on the “Action” button. In the dropdown, click on the “View” button as indicated below.


Further details of the client are displayed as below. By clicking on the tabs at the bottom of the page, corresponding details of the client can be viewed. 


View Client > Jobs Tab

Click on the “Jobs” tab to view the respective client’s job details. 


By clicking on the “View Details” button, more details of the client’s job and work history can be viewed as shown below.



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