AgentDesk
Good morning, Agent
๐Ÿ“ธ Uploading...
New accounts use username ยท Existing accounts use email
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agent
Profile & Account
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Edit Profile
Name, agency, license number
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Change Password
Update your login password
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Preferences
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Language
Display language
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Default Currency
Used across the app
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Push Reminders
Birthdays & follow-up alerts
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Face ID / Biometric
Not enabled
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Stay Logged In
Remember me on this device
Data & Privacy
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Export My Data
Download all clients as CSV
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Clear Local Cache
Clears app storage on this device
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Privacy & Data
How your data is stored
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About
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AgentDesk
Version 4.0 ยท Feb 2026
v4.0
๐Ÿ†• What's New in v4
โ€ข Calendar view with all events
โ€ข Monthly targets & progress
โ€ข Referral tracker & expense log
โ€ข Username login (no email needed)
โ€ข Full data export (CSV + PDF)
โ€ข Traditional Chinese language
โ€ข Push reminders & task history
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Send Feedback
Report a bug or suggest a feature
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Agency & License

Where is my data stored?
All your client data is stored securely in Supabase (PostgreSQL database). Only you can access your own data โ€” it is protected by Row Level Security.

Is my data shared?
No. Your data is never shared with third parties. Admin accounts can see team-wide data, but agents only see their own clients.

How do I back up my data?
Use Settings โ†’ Export My Data to download a CSV of all your clients at any time.

How do I delete my data?
Contact your admin to remove your account and all associated data from the database.

They will receive login credentials to access AgentDesk.
This will be the agent's login username
๐Ÿ“† Date
๐Ÿ“ Location
๐Ÿ’ฌ What was discussed
โœ… Next action
๐Ÿ“ˆ Fund / Stock Name
๐Ÿ”– Ticker
Ticker fills automatically when you pick from suggestions. Type freely if fund not found.
๐Ÿ”ข Units
๐Ÿ“† Purchase Date
๐Ÿ’ต NAV at Buy (HKD)
๐Ÿ“Š Current NAV (HKD)
๐Ÿ“† Date
๐Ÿ“ Location
๐Ÿ’ฌ What was discussed
โœ… Next action
Add Transaction
Will auto-set a meeting reminder 1 month before the next premium payment date when you save.
When do you want to follow up?