AgentDesk
Good morning, Agent
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Deleted clients are kept for 30 days, then removed permanently.
New accounts use username · Existing accounts use email
agent
Profile & Account
Edit Profile
Name, agency, license number
Change Password
Update your login password
Preferences
Theme colour
Accent used across the app
Language
Display language
Default Currency
Used across the app
Push Reminders
Birthdays & follow-up alerts
Face ID / Biometric
Not enabled
Stay Logged In
Remember me on this device
Data & Privacy
Export My Data
Download all clients as CSV
Clear Local Cache
Clears app storage on this device
Trash
Restore deleted clients (kept 30 days)
Privacy & Data
How your data is stored
About
AgentDesk
Version 5.0 · Jul 2026
v5.0
🆕 What's New in v4
• Calendar view with all events
• Monthly targets & progress
• Referral tracker & expense log
• Username login (no email needed)
• Full data export (CSV + PDF)
• Traditional Chinese language
• Push reminders & task history
Send Feedback
Report a bug or suggest a feature
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 — 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 → 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
Date
Location
What was discussed
Next action
Fund / stock name
Ticker
Ticker fills automatically when you pick from suggestions. Type freely if fund not found.
Units
Purchase date
NAV at buy (HKD)
Current NAV (HKD)
Date
Location
What was discussed
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?