{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/e38b883d565949b287584e3827d44c26\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/e38b883d565949b287584e3827d44c26-5b7edf3acd47d948.gif","duration":144.491,"title":"Navigating Client Information Efficiently","description":"In this video, I walk you through how to access client information at a glance, using Amelia as an example. You'll see how to view basic details, notes, and the client's active status, as well as options to manage tasks and services. I also explain the importance of being cautious when deleting client profiles, as they cannot be recovered once removed. Additionally, I highlight the client timeline feature that tracks all significant actions related to the client. Please take a moment to familiarize yourself with these tools to enhance your client management experience."}