Embedded Files
- 28/09/2021 - LOAT Tool
Have you checked out our handy LOAT instructional videos yet?
- 06/07/2021 - Advice Process Complaints Register
The Advice Process within the CRM has a built-in Complaints Register. This feature helps you document and track any complaints you may receive.
- 29/06/2021 - Ending the Incomplete Advice Processes
When you click End Process there is a series of questions that you need to answer. This is an important part of compliance regulations.
- 15/06/2021 - Using the Activity Timeline
The Activity Timeline summarises the note history on a client's file and all pending tasks that have been scheduled and/or completed
- 01/06/2021 - Ending the Complete Advice Process
When you click End Process there is a series of questions that you need to answer. This is an important part of compliance regulations.
- 25/05/2021 - Editing your Advice Process Pipeline
Our Advice Process Pipeline is a great place to manage not only your interactions with clients but also your compliance requirements
- 16/12/2020 - Personalising your Pipeline
You can arrange the columns how you would like to see them, as well as resizing them where needed. You're also able to select which columns are visible and which are not.
- 09/12/2020 - Filtering your Pipeline
There are pre-populated filters for anything that you have pending in your pipeline, but you can also filter by as many or as little other fields as you like to get the results you're after.
- 02/12/2020 - Dashboard Widgets
We show you how you can customise and use the widgets available in your CRM dashboard, from selecting which ones you want to see, to customising and resizing.
- 25/11/2020 - Unauthorised Access in the CRM
What can you do if you're experiencing an 'Unauthorised Access' Error when trying to login to the CRM.
- 18/11/2020 - Google People
Google People enables you to have multiple accounts within Google Chrome - perfect if you want to keep your work and personal lives separate
Report abuse