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ClientSpace Overview

This course is intended to provide an overview of the ClientSpace CRM module within Prism.

In addition to understanding what ClientSpace is, you will review video tutorials focused on the following learning objectives:

  • How to log in and access ClientSpace
  • Understanding toolbars
  • Navigating between open screens in your work center


Your Instructor


Xenium HR
Xenium HR

Course Curriculum


  Introduction to ClientSpace
Available in days
days after you enroll
  Work Center Overview
Available in days
days after you enroll
  Action Center Overview
Available in days
days after you enroll
  Client Services Overview
Available in days
days after you enroll
  ClientSpace Icons
Available in days
days after you enroll
  Searches in ClientSpace
Available in days
days after you enroll
  ClientSpace Notifications
Available in days
days after you enroll
  Help Center
Available in days
days after you enroll

Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.

If you have any questions about how to log in and navigate ClientSpace, you may review the course videos again or seek assistance from a designated Xenium Superuser.

Get started now!