Customizing client details using the Client Explorer in ProFile

The Client Explorer can be used as both an address book and a file management tool. Addresses display on-screen, and the addresses can be changed in the Client Explorer without affecting previously filed returns.

To open Client Explorer on ProFile, follow the instructions below:

1. Open ProFile.
2. Select Goto tab near the top of the page.
3. Select Client Explorer.

If Client Explorer isn't accessible on ProFile, follow the instructions below:

1. Open ProFile.
2. Select Options from the tabs located along the top of the page.
3. Select Database.
4. Toggle to and select Use Client Explorer.

The client details can be edited for a particular client by right-clicking on a client and selecting Edit Client Details from the menu.

This will open a window where the client's personal information can be changed. You also have the option to add a picture to display next to the client's name in the Client Explorer window.

Any changes made won't affect the data in the client's files. This lets you to maintain the correct contact details of the client, while protecting the data in completed files.