Introduction

The Client Center module provides tools to create and manage clients, as well as data and tasks associated to those clients.

Note: Access to all data and features in the system are controlled by the user accounts. The type of account you have, and the security rights and roles assigned to it, will affect the following:

The ability to see and use features to view, create, edit, or delete data.
The ability to see and use data created by other users. You should always be able to use data you created yourself, unless your account has been changed to remove access.