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  1. Client Manager
  2. CRM

CRM

CRM general

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

  • File Notes
  • Voice to Text
  • 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