View details of a client’s package

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by Bruce Milne
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From your 'My Hub' page (please see below)

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On the left hand side of your account, you will see the side menu in which you can select 'Contacts'.

Select the client profile 

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Followed by 'Financials' from the list below the client profile picture and then 'Packages'

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You can then click the 3 horizontal grey dots next to the package to view the details 

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