The Summary card in Clipboard provides an overview of all the data held on the client in the app.
Use Summary for your review meetings
You can use Summary during your client review meetings to easily go through details and update as needed.
Select Summary from your client's dashboard
Scroll through any data you hold on your client. Edit sections by clicking on the pencil icon - this will take you to that section of the app to update information.
Once you’ve edited the section, click on the Back arrow to navigate back to Summary
Tip: Click on section headings on the left-side menu bar to quickly navigate to a specific section in Summary