GENERAL USER
You can view key client details—like name, ID, email address, phone number, and more—right from the SmartVault Connected Desktop.
Viewing Client Information
- Open the Connected Desktop.
- In the left pane, select the client whose information you want to view.
- On the right side, click the Client Information tab.
Note
The client details in Connected Desktop are view-only. To update any information, you’ll need to make changes in the SmartVault Portal.