CRM

CRM general

• Advanced Search
• Create Clients
• The Client Record
• Archiving Clients
• How to generate a document via CRM
• Linking Clients (Related Entities)

See all 8 articles

Files

• File Notes
• Voice to Text
• NEW! Contract Notes

The dashboard

• The Dashboard
• Widgets

Client details

• Class & Marketing Status
• Professional Advisers
• Bulk Updates
• Different Types of Fields
• Adding Child Trauma insurance policies

FDS & service packages

• Services and Service Packages
• Fee Disclosure Statements (FDS)

Referral sources

• Referral Source

SMS

• SMS Messages