Clients
- How to Review Workspace Requests, Open Banking Consents, and Tracked Goals for All Clients
- Client Portal Services Overview
- Different Client types
- Introducing the New Client Views
- How do I change my firm's default client portal views?
- How to change your client's portal view
- How to filter To-dos
- How to manage Client workspace requests
- How to use the Advanced Search feature
- How to create an entity as a client and add connections from your portal
- How to assign staff to clients
- How to export your Client list to CSV
- How to add, edit or complete a To-do
- How do I add a client group?
- How do I ungroup clients?
- How do I merge clients?
- How do I add a co-owner?
- How do I perform bulk actions on the client list?
- How do I remove (unlink) a client from my Portal?