How can I access client information as a DM?

You can access client information via the Users tab in your profile, neatly displayed in a tabular format. 

If you want to view information about a specific client, you can click on their name. You will be redirected to the client profile containing more details, namely:

  • User Profile: This tab offers customizable client information fields, including name, email address, contact number, company name, etc. 
  • Projects: This tab offers a complete breakdown of all the projects the company has completed for the client to date. This list contains condensed job cards that can further be expanded to show the full job card.