The client info screen is the profile page for a debtor, where it presents their personal and contact information.


It serves as the landing page when accessed from:

  • Successful creation on the add client screen
  • Web form submissions presented on the home page
  • Search results from the search page


This screen also presents additional functions such as:

  • Scheduling appointments
  • Cancelling/rescheduling appointments
  • Pulling Credit bureau reportsĀ 
  • Creating payment receipts
  • Updating debtor personal/contact information