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Card Overview

CARD OVERVIEW

On the card, you will see several groups of related functions and links

  1. View Households:  dropdown menu displays a list of households with which this client is associated. Click on the household name to view that household.
  2. Function Icons 
    1. Print - Displays a print friendly version of the contac card
    2. Edit - Click on this icon to edit the contact card.
    3. Delete - Deletes the contact.
    4. Cancel - Click on this icon to close the card and return to your list of clients.
  3. Quick Links
    1. Log - link to the communication log/notes
    2. Binder - Link to client binder
    3. Search - Link to the client binder search
    4. Reports - Link to the CRM reports.
  4. Actions Menu
    1. Send To:   send your contact data to populated other tools - Account Wizard, Service Center Tickets, LaserApp, etc.
    2. Add:   add contact activities (notes, tasks, reminders, appointments).
  5. CRM Tools:  access the tools to manage your CRM, including permissions, groups and custom fields, as well and import or export contact data.
RELATED INFORMATION TABS

APPOINTMENTS, TASK + REMINDERS



  • Reminders - Displays a list of appointments for this client. Click on the pencil to edit the reminder or the trash can to deleted it.
  • Appointments - Displays a list of appointments for this client. Click on the date and time to go into the edit screen for that appointment. Click on the pencil to edit the appointment or the trash can to deleted it.
  • Tasks - Displays a list of tasks for this client. Click on the due date to view all your tasks. Click on the pencil to edit the reminder or the trash can to deleted it.
  • Related Contacts: these “mini” contacts are useful for storing basic info about beneficiaries, lawyers, accountants & other contacts connected to your main contact. Click on the pencil to edit the appointment or the trash can to deleted it. To convert a related contact into full contact, check the check box next to the contact's name and click on the "Convert to Client" button.
  • Groups - displays a list of any custom groups to which the client belongs. you can
  • Custom Fields - displays any custom fields that you have entered for the client.
  • Service Center Requests - displays a list of service center tickets and their status. Includes a link to view the ticket.
  • ID Info - displays the client's ID information.
Info
titleNote:

Many of these tabs are hidden if the client does not have any entries for that category.


Account Wizard Submissions


  • Select Account - Use this drop down to select the account title and registration about which you want to view details. Once selected, the details listed below will be specific to that account and registration.
  • Last Client Account Form (CAF) Date - This date is specific to each Registration. When the registration is changed using the drop down menu, the Last CAF date displayed will change to display the Last CAF date for that Reg type. The date displayed is based ONLY on CAFs submitted via the Account Wizard. This field is hidden if no CAF has been submitted via the wizard.
  • History
    • + Add New Transaction for this Registration - clicking on this will launch the Account Wizard, pre-populated with the data store for the account registration you selected above.
    • Account Wizard Transactions- this displays a list of
  • Financials - di
  • splays the financial details for the registration selected.
  • Investment Profile - displays the investment profile details for the registration selected.
  • Product Knowledge - displays the product knowledge details for the registration selected.
  • Affiliation & CIP Information - displays the affiliation details for the registration selected.

 If the account is an Entity - you will see an additional tab titled Entity

...