Clients Additional Info Tab

The Additional Info tab in Clients profiles is where your agency can collect information not collected elsewhere in Pavillio. Your Pavillio Agency Admin can create fields unique to your agency in the profile. The Additional Info tab indicates No Custom Attributes Found until data is placed in one of the fields.

  1. Go to Clients > Current Clients > Search for the individual.

  2. Click the user name to open the Client Profile.

    Client Profile

  3. Click the Additional Info tab, locate the fields and enter the data.

    Additional Info tab

  4. Click the Update button.