The Client Library caters for private, corporate and trust clients and can be accessed from the libraries dashboard by clicking on the Client Library icon.


Within the Client Library, you can manage the information regarding a client that is automatically inserted in your reports. It’s worth remembering that within Genovo, there’s no compulsion to complete all the client fields and those fields you don’t complete won’t be included in the client circumstances table that gets rendered in your report. 


You should only ever need to add a client to Genovo once, and assuming share clients and reports has been activated in Manage Users, users of multi-user plans can access the clients saved in another account user’s client library by selecting the user from the user drop down.

 

Your reports are also automatically saved against the client(s) and can be accessed at any time by clicking the write / view report icon on your dashboard.