Client List
- How do I merge clients to form a Client Group?
- How do I add a co-owner?
- How do I add a client or client group to the client list?
- How do I bulk upload clients, team members and entities?
- How do I send clients an invitation to their wealth portal?
- How do I perform bulk actions on the client list?
- How do I unlink or delete clients?
- How do I assign staff to clients in bulk?
- How do I view and/or edit a client's account?
- How do I unhide a client to reappear in the client list?
- How do I hide a client from my client list ?
- What is Private mode? How do I enable / disable it?