Portal Menus > Clients > Profile

Client Profile

The Overview tab will be visible by default.

Note: The tabs and sections included on the Client Profile screen may vary by the configuration in the Client Profile Forms node in the Admin Panel.

Tip: You can show/hide the Client Profile page for various users. Admin: Permission Group: Person>View Profile.

The Client Profile screen consists of the sections described below. To modify, click the ellipsis button in the upper right corner of the section and in the Profile tab, click Edit. To modify client profile details, click the Edit button in the upper right corner of the screen. This enables a Save button and a Cancelbutton.

Tab	Section	Description
Overview	Basic Information	Includes the following information: Client start date (date the company became a client of the firm) Client Number Confidentiality Level Click the Choose Files button to upload the client picture. Click the Delete Picture button to delete the client picture.
	Company Details	Includes the following information: Company Name Company Domain Country Enter a Headline Stock Exchange listed on State Client Structure Primary contact information Whether or not the company is public Company tax ID Whether this company is the parent in a hierarchy of companies Ticker symbol and stock exchange information, if public (ticker symbol is an abbreviation to identify public stock market shares for this company)
	Company Industry	Select the applicable industry type from the drop-down. Classify the selected industry as primary or secondary.
	Related Companies	Lists any related companies, as well as each company's status and client number.

Users who do not have edit permissions, can only view the Report Incorrect Data button on the top right corner of the screen. Click the drop down arrow to access the button to report any incorrect information. The employee name will be added in the Reported Incorrect Data list on the Experience and Relationship Dashboard.

Click the Email Page Link button share the profile page details over email.