Main Screen Components

These are the top navigation controls.   Later you'll learn about these navigation buttons and features.

This is the left side control panel.   Later you'll learn about using this panel and it's controls.

This is the internet, or web panel.   You can access the online help or the Resources Section here.   It is also where you import credit report data.   It works just like the internet that you use on your desktop, but it has some additional features that we think you'll like.   A little later, you'll learn how to resize this panel to customize your workspace.

The client list is a list of all of your active clients.   Later you'll learn how to apply filters to sort the list, or set up your own custom views.

The client detail panel shows you everything about the client.   From here, you can access all information about the selected client.   A little later, you'll learn how to move these panels around to customize views.

The client dashboard gives you instant information about the selected client.   A little later, you'll learn how to use the dashboard and its powerful features.