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