The Information tab houses the contacts personal and financial information, data entered here feeds into templates and other apps.

There are three ways to get data into this section:

Manually key the data into DASH.
Use the Client Engagement App - Have your client input data remotely on their own time, or complete with the client in the meeting. Data from the Client Engagement App can be pushed directly back into this section.
Import data using the Import Tool or synced from another third-party source.

Intro to Contacts