How Do I Set My Preferred Client Tab?

Step-by-Step Guide

  1. You can access your profile two ways:

    1. Click on the "Profile" button underneath the date on the left sidebar. 

    2. Click on your name on the top right of the page; click on "Profile".


  2. Locate the "Preferred client tab" section below the Preferred Timezone field. Choose from the drop-down list what tab you would prefer to be directed to when first accessing a client's profile.
  3. Click on the "Save"  button to save changes or "Cancel"  to discard the changes.


Adding User

This feature can also be set when adding a user. See How Do I Add a User? for more information.