Client Records

The Client Records area is where all adviser's client documents, file notes, emails and user activity logs are stored. The following training manual provides you with an overview of Client Records. You can access this by clicking here:

Client Records Manual

To transfer and store emails from your email system (such as Outlook or Gmail etc.) into Client Records, please refer to this email guide:

Email Guide

In this next video, the presenter covers a variety of client management scenarios and tasks, including:

1. Handling deceased estates
2. Client separation
3. Client archiving
4. Adding or updating partner status
5. Client records and file notes
6. Task management