Main Client Info

How do I set Default MCC View?

How do I set Default MCC View for the Client?

1.
Login to your account using the username and password provided.
 
2.
Hover over the Clients Tab and click on Main Client Info.
3.
Select client from the grid available on the Page.
4.
Click on EDIT Button to make required changes.
5.
Check the available option of Default MCC View
Default MCC View
6.
Click on the respective section to make it as a default tab for the selected client.
7.
After selection, click on the SAVE Button to save your changes.
Note: - If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.