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ProFile Help

How to Customize client details using the Client Explorer

The Client Explorer can be used as an address book, as well as a file-management tool. Addresses display on screen and the address can be changed in the Client Explorer without affecting previously filed returns.

The client details can be edited for a particular client by right clicking on a client and selecting Edit Client Details from menu. This opens a dialog box where the client's personal information can be changed, and even add a picture to display next to the client name in the Client Explorer window.

Any changes made does not affect data in the client's files; rather, it updates the client record in the database. This keeps the client contact information up-to-date and still protect the data in completed files.

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