Customizable Client Profile Overview

The client profile Overview page in the Staff Back Office got a makeover! Now, your team can quickly spot and address key client needs!

Here’s the scoop:

Customizable Views ✨ – Staff can now tailor the client profile to fit their workflow, making the experience smoother and more efficient!

Key Metrics at a Glance 📊 – Important metrics are now displayed on summary cards.

Client Balances Front & Center 💸 – Account balances and credits are now visible at the top, for easy access.

Personalize Your Dashboard 🎨 – Customize the client profile Overview page to highlight the info that matters most to your business.