How to access a client profile
1. Select Clients
![Image Placeholder](/desk/file/16504045/image.png)
2. Insert Client name and select display clients
![Image Placeholder](/desk/file/16504051/image.png)
or
Choose all clients and select display clients
![Image Placeholder](/desk/file/16504054/image.png)
3. Select the client name to load the profile
![Image Placeholder](/desk/file/16504057/image.png)
4. Under the Profile Tab update Mandatory fields are marked with a *
Industry Type* - Nominate the industry to link to the client location
Location Type* - What are the Location Types
Location Function* -
Location Name* -
Group Name -
ABN Number -
Priority* -
Status* -
Reasion for Deactivation -
Reference Code -
Select Staff to handle Appraisals -
Staff Notes
Description & Capacity Notes
![Image Placeholder](/desk/file/16504073/image.png)