Easy Access and Management of ClientLine Enterprise (CLX)

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Discover how to easily access, choose, and manage ClientLine Enterprise (CLX) through this comprehensive guide and dashboard view. Learn how to pull monthly statements effortlessly at the outlet/MID level. All current users can benefit from this informative platform.

  • Access
  • Management
  • ClientLine
  • Enterprise
  • Guide

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Presentation Transcript


  1. There are demos and also A Report mapping guide on This landing page

  2. ClientLine Enterprise (CLX) can be chosen in the drop down menu All current users should already have access

  3. This is the Dashboard view. Statements can be accessed on the left hand side

  4. Monthly statements can be pulled at the outlet/MID level here. Enter the MID at the top And the available statements appear on the right hand side.

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