PLUS - How do I find a client's history?

This article shows how to view a client's history for Opus1.io PLUS customers.

To see a clients history, first navigate to the client's profile you want to see, and if that client is a Dependent, click the "View Client History" button to the left of their profile photo.

To see the client's history from an Account Manager's profile, click "..." to the left of their profile photo, and click "View Client History".

PLUS customers can also see this information from the Prospects Board by locating the Prospects tab in the side menu and clicking the client they wish to see.