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Client Management

Client Details

1min

Heads up! Keeper Docs is now deprecated, and this page is not maintained. Please visit Keeper's Help Center at help.keeper.app for the latest docs and guides.

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Client Details is a place where you can store important information about a client for later reference.

You can use access the Client Info Page by clicking the Client Info button in any client's close. It is located in the top center of the screen.

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Updated 25 Mar 2024
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