<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/d48e8fc0e0a7422a9dbea1edceafc63b&quot; frameborder=&quot;0&quot; width=&quot;2096&quot; height=&quot;1572&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>1572</height><width>2096</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>1572</thumbnail_height><thumbnail_width>2096</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/d48e8fc0e0a7422a9dbea1edceafc63b-158646730039b1bd.gif</thumbnail_url><duration>127.051</duration><title>Client Overview Tips: Detailed Views and Customization</title><description>Hi everyone, I am Ben from PAGE. Last week we rolled out the Client Details, or Client Overview screen, to everyone, and I wanted to double click into the ClientHQ functionality. In ClientHQ you can open a Detailed View by clicking fields like Prior Representation to see a complete report, sources, and even edit the details. You can also edit all fields, add notes, and customize what fields are shown or rearranged for your organization. I hope this is helpful, and please keep sharing your feedback.</description></oembed>