View your Clients' Essential Info. This information can be viewed, added or edited.
To Add Essential Info, Click on .
Click on Details, this will open a text box to type in the Essential Info.
Mark as Important: Adds a red circle with an exclamation mark inside it.
Keep this on top: Ensures this essential information will stay at the top of the list.
Submit: Saves the information for the Essentials Information list.
To Edit an entry already there, click on the info you would like to change. Click Edit, change/add the details. Then Save.