Atlas Tip - Client Info Center

The Client Info Center contains information about Finley’s current and prospective clients.  We us the Client Info Center to maintain all client information, including addresses, phone numbers, contact names, related activities, and demographic details. 

The Client Info Center also houses information that is important for us to know when working on a project for a client.  Information about insurance, contracts and NDA details are needed to make sure Finley and our clients are protected when doing work. 

Please make sure to enter all of the information that you can when working in the Client Info Center. This way everyone that has access can make the best decisions for Finley and our clients.