The Client Details tab shows a client’s name, client #, and personal details such as birthdate and ring size. There are two fields for notes on the Client Details tab: Notes and Warning Notes. Notes will be visible when making new transactions for that client and on their details page. Warning notes will be displayed in a popup each time the client is viewed or selected in a new transaction. To hide a client from users without permissions to see hidden clients, check the Hidden box at the bottom of the Client Details tab.

To edit Client Details, click the more options button to the right of New Transaction at the top right and choose Edit. Here you can change the client’s information or choose deactivate.