Our Openmarkets users can now view contract notes for their clients in Client Manager.
How can I set this up?
If you are an Openmarkets client, please contact us with Openmarkets ID and we can set this up for you. Once we have configured this on your site, you will need to map each Openmarkets client account ID to your client records in Client Manager.
How do I map my OM client account ID to their client record?
Go to Menu > Data feeds > Investment > Map
From here you can search via the filters and map accordingly.
How do I know my client's OM account has been mapped to Client Manager?
Go to your client record > Investments > External Mapping
Where can I view my client's contract note/s?
Go to your client record > Files > Contract notes
Here you can also download your PDF.
* Please note, we can only display contract notes from 15 August 2021 onwards. We are currently working on expanding this date range prior to this date as well as some extra exciting enhancements! So stay tuned 😎
If you have any questions, please email our support team at email@example.com