Client Management

For a written guide on creating clients in AdviceOS, click here:

How to create a client

For a written guide on creating a task in AdviceOS, click here:

How to create a task

For a written guide on writing a file note in AdviceOS, click here:

How to write a file note

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

This session will take you through:
  • Creating new clients
  • Client Actions including:
    • Handling deceased clients
    • Client separation
    • Client deletion (archiving) and restore
    • Adding partners and when to use Client Actions versus Client Admin
    • Client merge
  • Client Records and filing including folders and sub-folders
  • Task Management
  • File Notes