Viewing Client information in the SmartVault Connected Desktop

The Connected Desktop application has the ability to show you your Client information relating to Client Type, Name, ID, Email Address, Phone Numbers, and more.

Viewing Client Information

  1. Find and select the client for which you want to view information.
  2. Click on the Client Information tab to the right.

The Connected Desktop's Client Information section is not editable. Client information can only be modified in the Dashboard environment.

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