Skip to end of metadata
Go to start of metadata
You are viewing an old version of this page. View the current version.
Compare with Current
View Page History
« Previous
Version 2
Next »
|
| At the top of the card, you will see three functional tools and the remainder of the card is organized into three key sections. Functional Tools - View Households Dropdown menu - this displays a list of households with which this client is associated. Click on the household name to view that household.
- Edit Icon (pencil) - Click on this icon to edit the contact card.
- Close (Red X) - Click on this icon to close the card and return to your list of clients.
Contact Info & Vitals - Contact Info - stores and displays all the client's core contact info—name, address, phone numbers, etc.
- Vital Info - stores and displays key vital info like DOB, SSN, etc.
|
|
| - 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.
|
|
| - 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 detailsfor 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 |
