6. Client Details and History
Learn how to access client details, next actions, Drake Portals features, notes, activity history, and staff assignment history in Workflow.
Other videos in this category:
Learn how to manage return cards in List View, including statuses, due dates, assignments, notes, payment status, and On Hold options.
Learn how to customize Board and List views and use search, filters, and prioritization tools to focus on the returns that need attention.
Learn how Drake Workflow helps you monitor returns by preparation stage, status, and progress.