1. SmartVault
  2. Product Guides and Features
  3. SmartVault Connected Desktop
  4. Client Management

Viewing Client information in the SmartVault Connected Desktop

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

  1. Open the Connected Desktop.
  2. In the left pane, select the client whose information you want to view.
  3. On the right side, click the Client Information tab.
    CD - Client information tab.png

  Note

The client details in Connected Desktop are view-only. To update any information, you’ll need to make changes in the SmartVault Portal.

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