Org settings: Client overview

Overview: Learn how to quickly customize the client overview screen for your organization

  • Click the gear icon near the top of the Client Overview screen.
  • You'll see two tabs:
    • Personal information
    • Military information
  • From here, you can rearrange fields and deselect them to show only a subset.
  • Customize it for your organization to keep it as focused as possible on what's important to you.
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