What it is
The Clients tab keeps notes on the clients you support, and they sync to your account with the rest of your information. Identify each client by initials or a code with no full name, and keep the notes to what you need.
What it shows
Each entry holds initials or a code, a key date, a status of Active, Follow-up or Closed, a general area, a contact preference and notes, and the tab filters entries by status. The Work log keeps a record of the work you have done, with the date, your role and what you learned.