The integration with Colonial First State Edge (CFS Edge) allows you to add clients, their contact information and documents to your Partner portal in a few easy steps!
The integration between CFS Edge and your Partner portal occurs at the user level, not the firm level and is a push from CFS Edge to your portal.
This means only client data you have sufficient permissions for in CFS will be imported when you enable the connection.
What data gets imported?
The integration between CFS Edge and your Partner portal allows you to import clients on an individual import basis.
Data that can be imported for a Client: Client name, email, phone number, date of birth, address and documents.
How to set up your CFS Edge integration:
From your Partner portal, navigate to Configure>Integrations>Practice Management and click on 'Setup' within the CFS Integration tile.
You are taken to the CFS Integration setup page. Click 'Connect'.
- A Redirection to the CFS program screen opens for you to click to Continue to CFS.
- You are then taken to CFS Edge. Login using your chosen credentials.
Once logged in, the system Once you click "Yes Allow" your linking will be established. Once established, navigate back to the Partner portal CFS Integration page where you will see the successful connection.
The connection with CFS Edge can be updated at any time by clicking 'Reconnect' from within the CFS Edge Integration Setup area.