Where can I store client information safely?
There is a section in the portal labelled 'My clients' which is where you can store any useful information about the clients you're working with. This information is encrypted for maximum safety and only you can view this information.
What information can I store?
We have split the page into different areas:
- Type of support provided
- Login details for external systems
- Process instructions
- Client preferences
- Useful contact details
- Other
Please do not store payment details in this area.