Client Setup
- How do I change a client's portal view?
- New Client Portal Views & Features
- How do I view and/or modify a Client's Primary Professional?
- How do I use the 'Advanced Search' feature?
- How do I remove a client from my portal?
- How do I add a client or client group to the client list?
- How do I add a co-owner?
- How do I create an account for a client group who share an email address?
- Can I transfer a client into my portal from another Firm?
- How do I send clients an invitation to their portal?
- How do I merge clients to form a Client Group?
- How do I adjust a Client Group name?