The Client Library

What is the Client Library?
The Client Library caters for private, corporate and trust clients and can be accessed from the main dashboard by clicking on the Client Library icon. W...
Wed, 12 Sep, 2018 at 4:28 PM
Is there a limit on the number of clients I can store in my Client Library?
No. You can store as many client records in your Client Library as you need.
Thu, 16 Aug, 2018 at 12:17 PM
How do I access a client's reports?
Your reports are automatically saved against the relevant client(s) and can be accessed at any time by clicking write / view report from your dashboard. To v...
Thu, 16 Aug, 2018 at 12:17 PM
How do I delete a client from the Client Library?
This is easy. 1. Click on Client Library from the dashboard. 2. Locate the client using the client name or alpha search. 3. Click the accompanying del...
Fri, 14 Sep, 2018 at 4:35 PM
How do I add a client to the Client Library of another user within my account?
If you’re subscribed to a multi-user Genovo Company Plan and Share Clients / Reports has been activated for you, you'll notice a user drop down menu is...
Wed, 12 Sep, 2018 at 4:33 PM
How do I change the ownership of a client and their reports to another user within my account?
When you change the ownership of a client to another user within your account, the reports attached to that client will be automatically switched to the new...
Wed, 12 Sep, 2018 at 4:31 PM