By default, clicking a client’s name in the Event List will take you directly to their Client Info page. Alternatively, you can right-click anywhere on a client's row and select Client Info from the context menu (see the demonstration below).
Once on the Client Info page, you will initially see your Contacts view on the right side of the page. The 'General Info' tab will house your client's contact details and a photo, if you have added one.
The Note tab is where you can add a note about this specific contact. This note is for internal use only and will not be visible to your client.
You can click the Edit option in the top right to make any adjustments to this information. In the top-right of the edit screen, you can also mark any contact as the Day of Contact. This person's information will appear on the Delivery PDF of the event.
On the left side of the Client Info page, you will see the Overview section. You Client Events & Active Contacts will be listed here. You can add additional events or contacts at any time using the buttons below each section.
In the View section, you will see an Activity Log option. This will change your right-hand side to show the Client Note and Client Activity Log sections.
At the top of the page, you can add/edit the Client Note by clicking into the box. This note will be about the client(s) as a whole, as opposed to the 'Contact Note', which is about that specific person.
To log a new activity, click the Log Activity button in the top right corner of the activity section. This will open a form where you can provide a short description, set the date and time, identify the representative involved, update the status, and include a detailed activity note
